+743.4%
AXTI vs GEN
+22.3%
+721.1%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.0% | -0.9% | -0.2% |
| 7D | +5.1% | -1.3% | +6.4% | +5.4% |
| 30D | -17.5% | +6.1% | -23.6% | -19.8% |
| 3M | -26.7% | +27.0% | -53.6% | -34.5% |
| 6M | +36.8% | +43.9% | -7.1% | +13.7% |
| YTD | +296.1% | +13.0% | +283.2% | +268.8% |
| 1Y | +1,810.6% | +4.0% | +1,806.6% | +1,745.9% |
| 3Y | +2,587.6% | +66.2% | +2,521.4% | +2,067.0% |
| All | +743.4% | +22.3% | +721.1% | +623.8% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded GEN wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling