+743.4%
AXTI vs GFI
+524.1%
+219.3%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GFI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.3% | +1.4% | +0.4% |
| 7D | +5.1% | -4.9% | +9.9% | +6.1% |
| 30D | -17.5% | +10.7% | -28.2% | -19.1% |
| 3M | -26.7% | +25.6% | -52.3% | -29.9% |
| 6M | +36.8% | -8.3% | +45.0% | +37.0% |
| YTD | +296.1% | +6.3% | +289.8% | +283.7% |
| 1Y | +1,810.6% | +22.1% | +1,788.5% | +1,712.4% |
| 3Y | +2,587.6% | +289.2% | +2,298.4% | +2,025.8% |
| All | +743.4% | +524.1% | +219.3% | +508.5% |
Cumulative growth
Daily Returns
Daily percentage return beside GFI.
Daily Out/Under-Performance
Portfolio return minus GFI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GFI 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 GFI 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