+548.6%
AXTI vs JBL
+4,220.7%
-3,672.2%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JBL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.3% | -0.6% | -0.8% |
| 7D | +21.0% | +4.0% | +17.0% | +19.0% |
| 30D | -6.6% | -7.5% | +0.8% | -2.5% |
| 3M | -12.1% | -14.1% | +2.0% | -2.9% |
| 6M | +78.7% | +25.9% | +52.8% | +69.4% |
| YTD | +321.5% | +36.7% | +284.8% | +292.8% |
| 1Y | +2,166.8% | +49.0% | +2,117.8% | +1,958.2% |
| 3Y | +2,807.6% | +191.8% | +2,615.8% | +1,892.3% |
| 5Y | +651.5% | +409.8% | +241.7% | +317.3% |
| 10Y | +1,560.5% | +1,509.2% | +51.3% | +505.2% |
| All | +548.6% | +4,220.7% | -3,672.2% | +9.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling