+2,587.6%
AXTI vs GIS
-37.5%
+2,625.0%
-78.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.3% | +0.4% | -0.2% |
| 7D | +5.1% | -6.4% | +11.5% | -1.8% |
| 30D | -17.5% | -6.1% | -11.4% | -21.2% |
| 3M | -26.7% | +7.8% | -34.5% | -18.0% |
| 6M | +36.8% | -8.8% | +45.6% | +37.4% |
| YTD | +296.1% | -19.1% | +315.3% | +273.3% |
| 1Y | +1,810.6% | -24.8% | +1,835.4% | +1,656.2% |
| 3Y | +2,587.6% | -37.6% | +2,625.1% | +2,218.5% |
| All | +2,587.6% | -37.5% | +2,625.0% | +2,218.5% |
Cumulative growth
Daily Returns
Daily percentage return beside GIS.
Daily Out/Under-Performance
Portfolio return minus GIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GIS 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 3y: compounded portfolio wealth divided by compounded GIS 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…
3y analysis · Full analysis span regression · 6 months rolling