+749.7%
AXTI vs LIN
+430.8%
+318.9%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LIN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.4% | +1.0% | +9.4% | +9.8% |
| 7D | -11.0% | +0.1% | -11.1% | -11.1% |
| 30D | -37.3% | +7.6% | -44.9% | -40.2% |
| 3M | -51.6% | +6.5% | -58.1% | -53.9% |
| 6M | -63.1% | +6.2% | -69.3% | -65.7% |
| YTD | +162.4% | +23.2% | +139.2% | +119.0% |
| 1Y | +353.6% | +25.4% | +328.2% | +271.6% |
| 3Y | +1,972.9% | +38.3% | +1,934.7% | +1,456.8% |
| 5Y | +370.0% | +64.4% | +305.6% | +208.4% |
| 10Y | +749.7% | +417.3% | +332.4% | +175.1% |
| All | +749.7% | +430.8% | +318.9% | +175.1% |
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