+743.4%
AXTI vs KMX
-54.8%
+798.2%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KMX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.3% | -1.2% | -0.4% |
| 7D | +5.1% | -3.1% | +8.2% | +6.1% |
| 30D | -17.5% | +4.4% | -21.9% | -19.2% |
| 3M | -26.7% | +18.9% | -45.6% | -33.0% |
| 6M | +36.8% | +44.3% | -7.5% | +13.3% |
| YTD | +296.1% | +58.7% | +237.5% | +212.5% |
| 1Y | +1,810.6% | +0.1% | +1,810.5% | +1,694.6% |
| 3Y | +2,587.6% | -24.4% | +2,612.0% | +2,730.7% |
| All | +743.4% | -54.8% | +798.2% | +952.1% |
Cumulative growth
Daily Returns
Daily percentage return beside KMX.
Daily Out/Under-Performance
Portfolio return minus KMX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KMX 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 KMX 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