+743.4%
AXTI vs JCI
+111.7%
+631.6%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +2.2% | -2.1% | -1.9% |
| 7D | +5.1% | +0.7% | +4.3% | +4.5% |
| 30D | -17.5% | -4.4% | -13.0% | -13.4% |
| 3M | -26.7% | +1.7% | -28.4% | -26.0% |
| 6M | +36.8% | +8.8% | +28.0% | +30.3% |
| YTD | +296.1% | +22.6% | +273.5% | +246.0% |
| 1Y | +1,810.6% | +36.2% | +1,774.4% | +1,450.3% |
| 3Y | +2,587.6% | +168.0% | +2,419.5% | +1,273.2% |
| All | +743.4% | +111.7% | +631.6% | +377.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling