+554.7%
AXTI vs JCI
+416.9%
+137.8%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.8% | +1.0% | +11.9% | +12.5% |
| 7D | +24.0% | +5.1% | +18.9% | +21.9% |
| 30D | -21.5% | -3.8% | -17.6% | -20.1% |
| 3M | -23.4% | +1.9% | -25.3% | -23.3% |
| 6M | +114.9% | +11.2% | +103.7% | +110.2% |
| YTD | +325.4% | +22.9% | +302.5% | +302.6% |
| 1Y | +2,136.7% | +37.4% | +2,099.3% | +1,951.1% |
| 3Y | +2,835.0% | +167.8% | +2,667.2% | +2,094.5% |
| 5Y | +652.8% | +115.0% | +537.8% | +500.9% |
| 10Y | +1,513.9% | +325.3% | +1,188.6% | +931.3% |
| All | +554.7% | +416.9% | +137.8% | +225.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling