+548.6%
AXTI vs IT
+433.5%
+115.1%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.7% | +0.7% | -0.3% |
| 7D | +21.0% | -9.1% | +30.1% | +24.5% |
| 30D | -6.6% | -12.2% | +5.5% | -3.6% |
| 3M | -12.1% | +7.8% | -19.9% | -21.9% |
| 6M | +78.7% | +2.0% | +76.7% | +59.5% |
| YTD | +321.5% | -32.7% | +354.2% | +339.3% |
| 1Y | +2,166.8% | -31.1% | +2,197.9% | +2,215.5% |
| 3Y | +2,807.6% | -52.1% | +2,859.7% | +3,345.6% |
| 5Y | +651.5% | -46.3% | +697.8% | +743.6% |
| 10Y | +1,560.5% | +91.4% | +1,469.1% | +956.2% |
| All | +548.6% | +433.5% | +115.1% | +61.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling