+554.7%
AXTI vs GEN
+2,030.5%
-1,475.8%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.8% | -2.7% | +15.6% | +13.8% |
| 7D | +24.0% | -0.7% | +24.7% | +24.0% |
| 30D | -21.5% | +2.6% | -24.1% | -22.7% |
| 3M | -23.4% | +15.8% | -39.2% | -28.4% |
| 6M | +114.9% | +33.1% | +81.8% | +88.7% |
| YTD | +325.4% | +11.3% | +314.1% | +297.8% |
| 1Y | +2,136.7% | +1.7% | +2,135.0% | +2,053.2% |
| 3Y | +2,835.0% | +58.1% | +2,776.9% | +2,325.1% |
| 5Y | +652.8% | +20.6% | +632.2% | +568.9% |
| 10Y | +1,513.9% | +149.0% | +1,364.9% | +932.0% |
| All | +554.7% | +2,030.5% | -1,475.8% | +39.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling