+2,587.6%
AXTI vs KMI
+111.5%
+2,476.1%
-78.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.3% | +0.4% | +0.2% |
| 7D | +5.1% | -1.7% | +6.8% | +5.7% |
| 30D | -17.5% | -2.7% | -14.7% | -16.8% |
| 3M | -26.7% | -0.7% | -26.0% | -27.1% |
| 6M | +36.8% | -5.0% | +41.7% | +39.0% |
| YTD | +296.1% | +15.5% | +280.7% | +284.7% |
| 1Y | +1,810.6% | +16.4% | +1,794.2% | +1,745.4% |
| 3Y | +2,587.6% | +114.2% | +2,473.4% | +1,918.0% |
| All | +2,587.6% | +111.5% | +2,476.1% | +1,918.0% |
Cumulative growth
Daily Returns
Daily percentage return beside KMI.
Daily Out/Under-Performance
Portfolio return minus KMI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KMI 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 3y: compounded portfolio wealth divided by compounded KMI 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…
3y analysis · Full analysis span regression · 6 months rolling