+456.7%
AXTI vs JBL
+20.8%
+435.9%
-73.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JBL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.4% | -4.8% | -2.5% | -0.1% |
| 7D | -26.2% | -11.1% | -15.0% | -11.1% |
| 30D | -45.1% | -14.1% | -31.1% | -30.7% |
| 3M | -27.2% | -23.9% | -3.2% | +11.1% |
| 6M | -55.2% | -24.1% | -31.1% | -31.9% |
| YTD | +190.8% | +13.5% | +177.3% | +160.8% |
| 1Y | +456.7% | +23.7% | +432.9% | +357.9% |
| All | +456.7% | +20.8% | +435.9% | +357.9% |
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