+1,982.4%
AXTI vs JCI
+37.7%
+1,944.7%
-73.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.7% | +1.9% | +7.8% | +7.1% |
| 7D | +5.1% | +3.8% | +1.3% | -0.1% |
| 30D | -10.2% | -5.7% | -4.5% | -2.3% |
| 3M | -41.8% | -1.4% | -40.4% | -39.7% |
| 6M | +57.5% | +4.1% | +53.4% | +53.7% |
| YTD | +277.0% | +21.7% | +255.3% | +243.3% |
| 1Y | +1,982.4% | +36.1% | +1,946.3% | +1,519.4% |
| All | +1,982.4% | +37.7% | +1,944.7% | +1,519.4% |
Cumulative growth
Daily Returns
Daily percentage return beside JCI.
Daily Out/Under-Performance
Portfolio return minus JCI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JCI 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 JCI 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