+317.2%
AXTI vs LIN
+64.4%
+252.8%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LIN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -1.1% | +7.0% | +6.3% |
| 7D | -29.4% | +0.2% | -29.6% | -29.5% |
| 30D | -51.3% | +6.5% | -57.7% | -52.5% |
| 3M | -48.3% | +5.5% | -53.8% | -49.7% |
| 6M | -62.9% | +3.3% | -66.2% | -64.4% |
| YTD | +137.8% | +22.0% | +115.8% | +104.0% |
| 1Y | +338.3% | +25.7% | +312.6% | +266.6% |
| 3Y | +1,590.4% | +36.2% | +1,554.2% | +1,201.6% |
| All | +317.2% | +64.4% | +252.8% | +171.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling