+481.1%
AXTI vs IR
+332.9%
+148.2%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -0.3% | -3.6% | -3.7% |
| 7D | +7.6% | +2.5% | +5.1% | +6.3% |
| 30D | -32.1% | +9.2% | -41.2% | -35.0% |
| 3M | -46.0% | +0.9% | -46.9% | -46.2% |
| 6M | -65.7% | +19.2% | -84.9% | -69.7% |
| YTD | +155.9% | +7.5% | +148.4% | +136.3% |
| 1Y | +300.8% | +11.7% | +289.0% | +261.1% |
| 3Y | +1,981.6% | +23.9% | +1,957.7% | +1,708.0% |
| 5Y | +359.3% | +46.4% | +312.9% | +260.0% |
| All | +481.1% | +332.9% | +148.2% | +205.9% |
Cumulative growth
Daily Returns
Daily percentage return beside IR.
Daily Out/Under-Performance
Portfolio return minus IR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IR 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 10y: compounded portfolio wealth divided by compounded IR 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…
10y analysis · Full analysis span regression · 6 months rolling