+888.8%
AXTI vs LII
+172.8%
+716.0%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | +19.5% | +0.8% | +18.7% | +19.1% |
| 7D | -1.2% | -2.3% | +1.1% | +0.3% |
| 30D | -24.2% | -1.7% | -22.5% | -24.9% |
| 3M | -36.3% | -18.3% | -18.1% | -31.1% |
| 6M | -62.7% | -32.3% | -30.3% | -56.5% |
| YTD | +187.3% | -27.1% | +214.4% | +215.8% |
| 1Y | +344.8% | -27.2% | +372.0% | +387.9% |
| 3Y | +2,272.2% | -8.9% | +2,281.2% | +2,200.6% |
| 5Y | +419.6% | +19.7% | +399.9% | +322.1% |
| 10Y | +888.8% | +168.9% | +720.0% | +429.7% |
| All | +888.8% | +172.8% | +716.0% | +429.7% |
Cumulative growth
Daily Returns
Daily percentage return beside LII.
Daily Out/Under-Performance
Portfolio return minus LII return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LII 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 LII 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