+601.0%
AXTI vs IR
+35.0%
+566.0%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | -0.7% | -5.4% | -5.7% |
| 7D | +15.1% | -3.1% | +18.2% | +17.4% |
| 30D | -12.3% | -14.0% | +1.7% | -3.6% |
| 3M | -24.1% | +3.7% | -27.9% | -28.1% |
| 6M | +46.0% | -15.4% | +61.4% | +57.8% |
| YTD | +295.7% | -7.7% | +303.4% | +293.4% |
| 1Y | +1,825.6% | -8.8% | +1,834.4% | +1,828.4% |
| 3Y | +2,630.0% | +5.6% | +2,624.4% | +2,377.7% |
| 5Y | +601.0% | +34.3% | +566.6% | +444.0% |
| All | +601.0% | +35.0% | +566.0% | +444.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling