+1,982.4%
AXTI vs JBL
+52.3%
+1,930.1%
-73.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JBL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.7% | +1.5% | +8.2% | +7.4% |
| 7D | +5.1% | +3.0% | +2.1% | +0.8% |
| 30D | -10.2% | -8.3% | -1.9% | +3.7% |
| 3M | -41.8% | -16.9% | -24.9% | -20.5% |
| 6M | +57.5% | +21.8% | +35.8% | +23.8% |
| YTD | +277.0% | +36.3% | +240.7% | +174.5% |
| 1Y | +1,982.4% | +49.5% | +1,932.9% | +1,263.1% |
| All | +1,982.4% | +52.3% | +1,930.1% | +1,263.1% |
Cumulative growth
Daily Returns
Daily percentage return beside JBL.
Daily Out/Under-Performance
Portfolio return minus JBL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JBL 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 1y: compounded portfolio wealth divided by compounded JBL 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…
1y analysis · Full analysis span regression · 6 months rolling