+2,587.6%
AXTI vs JBL
+195.4%
+2,392.1%
-78.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JBL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +5.0% | -4.9% | -4.7% |
| 7D | +5.1% | +2.4% | +2.7% | +2.7% |
| 30D | -17.5% | -13.1% | -4.3% | -4.5% |
| 3M | -26.7% | -15.6% | -11.1% | -10.5% |
| 6M | +36.8% | +24.6% | +12.2% | +21.2% |
| YTD | +296.1% | +39.6% | +256.5% | +234.7% |
| 1Y | +1,810.6% | +48.6% | +1,762.0% | +1,460.4% |
| 3Y | +2,587.6% | +197.3% | +2,390.3% | +1,359.7% |
| All | +2,587.6% | +195.4% | +2,392.1% | +1,359.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling