+799.6%
AXTI vs IR
+271.1%
+528.5%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.2% | +0.3% | +0.2% |
| 7D | +5.1% | -4.5% | +9.6% | +7.7% |
| 30D | -17.5% | -13.9% | -3.5% | -10.4% |
| 3M | -26.7% | -0.3% | -26.3% | -28.0% |
| 6M | +36.8% | -14.3% | +51.1% | +45.0% |
| YTD | +296.1% | -7.9% | +304.0% | +297.7% |
| 1Y | +1,810.6% | -9.9% | +1,820.5% | +1,841.3% |
| 3Y | +2,587.6% | +6.5% | +2,581.0% | +2,425.4% |
| 5Y | +601.7% | +34.0% | +567.7% | +478.6% |
| All | +799.6% | +271.1% | +528.5% | +414.9% |
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