+109.4%
AXTI vs LII
+3,124.4%
-3,015.0%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.7% | +1.2% | +8.5% | +9.2% |
| 7D | +5.1% | -0.7% | +5.9% | +5.4% |
| 30D | -10.2% | -12.6% | +2.4% | -5.5% |
| 3M | -41.8% | -24.4% | -17.4% | -36.1% |
| 6M | +57.5% | -28.7% | +86.2% | +75.8% |
| YTD | +277.0% | -19.1% | +296.1% | +297.6% |
| 1Y | +1,982.4% | -29.7% | +2,012.1% | +2,210.2% |
| 3Y | +2,234.8% | +4.8% | +2,230.1% | +2,138.0% |
| 5Y | +528.3% | +24.6% | +503.8% | +456.7% |
| 10Y | +1,310.5% | +169.2% | +1,141.3% | +841.6% |
| All | +109.4% | +3,124.4% | -3,015.0% | -51.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling