+1,472.1%
AXTI vs JBLU
-72.4%
+1,544.5%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JBLU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.2% | -0.1% | +0.1% |
| 7D | +5.1% | -5.0% | +10.0% | +6.3% |
| 30D | -17.5% | -23.9% | +6.4% | -12.1% |
| 3M | -26.7% | -11.6% | -15.0% | -25.5% |
| 6M | +36.8% | -0.2% | +37.0% | +30.7% |
| YTD | +296.1% | -3.3% | +299.4% | +273.0% |
| 1Y | +1,810.6% | -15.4% | +1,826.0% | +1,758.5% |
| 3Y | +2,587.6% | -14.7% | +2,602.3% | +2,166.7% |
| 5Y | +601.7% | -70.0% | +671.8% | +692.7% |
| All | +1,472.1% | -72.4% | +1,544.5% | +1,756.9% |
Cumulative growth
Daily Returns
Daily percentage return beside JBLU.
Daily Out/Under-Performance
Portfolio return minus JBLU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JBLU 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 10y: compounded portfolio wealth divided by compounded JBLU 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…
10y analysis · Full analysis span regression · 6 months rolling