+47.9%
AXTI vs LII
+2,784.8%
-2,736.9%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.3% | -0.8% | -6.5% | -7.0% |
| 7D | +18.6% | -0.2% | +18.8% | +18.8% |
| 30D | -32.6% | -0.6% | -32.0% | -33.3% |
| 3M | -44.5% | -17.0% | -27.5% | -41.4% |
| 6M | -64.6% | -31.1% | -33.4% | -60.5% |
| YTD | +166.3% | -27.7% | +194.0% | +189.0% |
| 1Y | +296.5% | -26.2% | +322.7% | +326.4% |
| 3Y | +2,099.0% | -9.6% | +2,108.6% | +2,106.3% |
| 5Y | +377.9% | +15.7% | +362.3% | +330.9% |
| 10Y | +816.6% | +166.9% | +649.8% | +508.6% |
| All | +47.9% | +2,784.8% | -2,736.9% | -64.6% |
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