+942.5%
AXTI vs JAAA
+29.3%
+913.2%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JAAA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | 0.0% | -1.0% | -1.0% |
| 7D | +21.0% | +0.1% | +20.9% | +20.7% |
| 30D | -6.6% | +0.5% | -7.1% | -7.7% |
| 3M | -12.1% | +1.2% | -13.3% | -14.8% |
| 6M | +78.7% | +2.7% | +76.0% | +67.0% |
| YTD | +321.5% | +3.2% | +318.3% | +291.2% |
| 1Y | +2,166.8% | +4.8% | +2,162.0% | +1,951.0% |
| 3Y | +2,807.6% | +19.0% | +2,788.6% | +2,481.3% |
| 5Y | +651.5% | +26.8% | +624.7% | +564.8% |
| All | +942.5% | +29.3% | +913.2% | +745.4% |
Cumulative growth
Daily Returns
Daily percentage return beside JAAA.
Daily Out/Under-Performance
Portfolio return minus JAAA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JAAA 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 JAAA 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