+743.4%
AXTI vs IT
-42.9%
+786.3%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +5.3% | -5.1% | -0.8% |
| 7D | +5.1% | -3.7% | +8.7% | +5.5% |
| 30D | -17.5% | +0.1% | -17.5% | -18.3% |
| 3M | -26.7% | +20.7% | -47.4% | -34.2% |
| 6M | +36.8% | +12.0% | +24.8% | +24.6% |
| YTD | +296.1% | -28.8% | +325.0% | +347.5% |
| 1Y | +1,810.6% | -25.5% | +1,836.1% | +1,976.7% |
| 3Y | +2,587.6% | -48.8% | +2,636.3% | +3,616.5% |
| All | +743.4% | -42.9% | +786.3% | +925.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling