+651.5%
AXTI vs JD
-60.9%
+712.3%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.5% | +1.5% | -0.1% |
| 7D | +21.0% | -3.0% | +24.0% | +22.2% |
| 30D | -6.6% | -19.3% | +12.7% | +0.2% |
| 3M | -12.1% | -6.0% | -6.0% | -10.8% |
| 6M | +78.7% | +1.8% | +76.9% | +75.8% |
| YTD | +321.5% | -2.6% | +324.0% | +319.2% |
| 1Y | +2,166.8% | -17.4% | +2,184.2% | +2,294.4% |
| 3Y | +2,807.6% | -8.6% | +2,816.2% | +2,736.5% |
| 5Y | +651.5% | -61.6% | +713.1% | +780.4% |
| All | +651.5% | -60.9% | +712.3% | +780.4% |
Cumulative growth
Daily Returns
Daily percentage return beside JD.
Daily Out/Under-Performance
Portfolio return minus JD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JD 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 JD 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