+356.3%
AXTI vs LII
+17.0%
+339.3%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +1.1% | -5.0% | -4.4% |
| 7D | +7.6% | +2.9% | +4.7% | +6.4% |
| 30D | -32.1% | +0.9% | -33.0% | -33.4% |
| 3M | -46.0% | -15.5% | -30.4% | -42.5% |
| 6M | -65.7% | -30.2% | -35.5% | -60.8% |
| YTD | +155.9% | -26.8% | +182.7% | +179.0% |
| 1Y | +300.8% | -25.3% | +326.0% | +330.6% |
| 3Y | +1,981.6% | -7.8% | +1,989.3% | +1,871.0% |
| All | +356.3% | +17.0% | +339.3% | +237.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling