+356.3%
AXTI vs LIN
+67.2%
+289.1%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LIN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +0.7% | -4.6% | -4.1% |
| 7D | +7.6% | +2.1% | +5.5% | +6.9% |
| 30D | -32.1% | +6.8% | -38.8% | -33.8% |
| 3M | -46.0% | +10.4% | -56.3% | -48.3% |
| 6M | -65.7% | +3.2% | -68.8% | -66.8% |
| YTD | +155.9% | +24.6% | +131.3% | +118.1% |
| 1Y | +300.8% | +24.4% | +276.4% | +240.4% |
| 3Y | +1,981.6% | +36.7% | +1,944.8% | +1,517.0% |
| All | +356.3% | +67.2% | +289.1% | +189.0% |
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