+647.7%
AXTI vs LIN
+424.3%
+223.4%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LIN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -1.1% | +7.0% | +6.5% |
| 7D | -29.4% | +0.2% | -29.6% | -29.6% |
| 30D | -51.3% | +6.5% | -57.7% | -53.2% |
| 3M | -48.3% | +5.5% | -53.8% | -50.5% |
| 6M | -62.9% | +3.3% | -66.2% | -64.9% |
| YTD | +137.8% | +22.0% | +115.8% | +99.4% |
| 1Y | +338.3% | +25.7% | +312.6% | +257.9% |
| 3Y | +1,590.4% | +36.2% | +1,554.2% | +1,181.0% |
| 5Y | +321.7% | +66.1% | +255.6% | +174.3% |
| All | +647.7% | +424.3% | +223.4% | +143.3% |
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