+756.1%
AXTI vs IR
+288.5%
+467.6%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.7% | +1.3% | +8.4% | +9.0% |
| 7D | +5.1% | -2.8% | +8.0% | +6.9% |
| 30D | -10.2% | -15.1% | +5.0% | -1.8% |
| 3M | -41.8% | +6.1% | -47.9% | -45.1% |
| 6M | +57.5% | -16.8% | +74.3% | +71.0% |
| YTD | +277.0% | -3.5% | +280.5% | +269.4% |
| 1Y | +1,982.4% | -3.5% | +1,985.9% | +1,938.2% |
| 3Y | +2,234.8% | +9.5% | +2,225.4% | +2,063.9% |
| 5Y | +528.3% | +45.1% | +483.3% | +396.9% |
| All | +756.1% | +288.5% | +467.6% | +378.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling