+1,472.1%
AXTI vs KNX
+166.7%
+1,305.3%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KNX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.5% | +1.6% | +0.7% |
| 7D | +5.1% | -5.6% | +10.7% | +7.2% |
| 30D | -17.5% | -4.4% | -13.0% | -15.9% |
| 3M | -26.7% | -17.3% | -9.4% | -21.6% |
| 6M | +36.8% | +22.6% | +14.1% | +24.2% |
| YTD | +296.1% | +31.1% | +265.0% | +251.0% |
| 1Y | +1,810.6% | +60.2% | +1,750.4% | +1,462.3% |
| 3Y | +2,587.6% | +35.8% | +2,551.8% | +2,225.9% |
| 5Y | +601.7% | +38.9% | +562.8% | +505.3% |
| All | +1,472.1% | +166.7% | +1,305.3% | +1,209.7% |
Cumulative growth
Daily Returns
Daily percentage return beside KNX.
Daily Out/Under-Performance
Portfolio return minus KNX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KNX 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 10y: compounded portfolio wealth divided by compounded KNX 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…
10y analysis · Full analysis span regression · 6 months rolling