+1,304.1%
AXTI vs LIN
+362.4%
+941.7%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LIN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.7% | -1.0% | +10.6% | +10.2% |
| 7D | +5.1% | -2.1% | +7.3% | +6.4% |
| 30D | -10.2% | -2.4% | -7.7% | -9.4% |
| 3M | -41.8% | -5.6% | -36.3% | -41.6% |
| 6M | +57.5% | -3.4% | +60.9% | +54.7% |
| YTD | +277.0% | +13.1% | +263.9% | +232.3% |
| 1Y | +1,982.4% | +2.5% | +1,980.0% | +1,842.4% |
| 3Y | +2,234.8% | +27.6% | +2,207.2% | +1,740.8% |
| 5Y | +528.3% | +63.0% | +465.3% | +311.4% |
| All | +1,304.1% | +362.4% | +941.7% | +371.9% |
Cumulative growth
Daily Returns
Daily percentage return beside LIN.
Daily Out/Under-Performance
Portfolio return minus LIN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LIN 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 LIN 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