+1,560.5%
AXTI vs LII
+163.1%
+1,397.4%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.4% | +1.5% | +0.3% |
| 7D | +21.0% | +0.5% | +20.5% | +20.6% |
| 30D | -6.6% | -11.2% | +4.6% | -1.3% |
| 3M | -12.1% | -28.8% | +16.7% | +2.7% |
| 6M | +78.7% | -26.9% | +105.6% | +102.8% |
| YTD | +321.5% | -22.2% | +343.7% | +356.5% |
| 1Y | +2,166.8% | -32.0% | +2,198.7% | +2,531.9% |
| 3Y | +2,807.6% | -0.4% | +2,808.0% | +2,629.5% |
| 5Y | +651.5% | +22.4% | +629.0% | +513.2% |
| 10Y | +1,560.5% | +171.4% | +1,389.0% | +772.5% |
| All | +1,560.5% | +163.1% | +1,397.4% | +772.5% |
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