+1,472.1%
AXTI vs IT
+103.1%
+1,369.0%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +5.3% | -5.1% | -1.4% |
| 7D | +5.1% | -3.7% | +8.7% | +5.8% |
| 30D | -17.5% | +0.1% | -17.5% | -18.6% |
| 3M | -26.7% | +20.7% | -47.4% | -36.4% |
| 6M | +36.8% | +12.0% | +24.8% | +20.3% |
| YTD | +296.1% | -28.8% | +325.0% | +324.3% |
| 1Y | +1,810.6% | -25.5% | +1,836.1% | +1,881.0% |
| 3Y | +2,587.6% | -48.8% | +2,636.3% | +3,286.2% |
| 5Y | +601.7% | -42.7% | +644.5% | +721.9% |
| All | +1,472.1% | +103.1% | +1,369.0% | +1,090.1% |
Cumulative growth
Daily Returns
Daily percentage return beside IT.
Daily Out/Under-Performance
Portfolio return minus IT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IT 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 IT 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