+1,472.1%
AXTI vs LOW
+233.5%
+1,238.6%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.1% | 0.0% | +0.1% |
| 7D | +5.1% | -3.7% | +8.8% | +6.8% |
| 30D | -17.5% | -8.9% | -8.6% | -14.2% |
| 3M | -26.7% | -10.4% | -16.3% | -24.6% |
| 6M | +36.8% | -19.4% | +56.2% | +45.6% |
| YTD | +296.1% | -17.1% | +313.3% | +309.1% |
| 1Y | +1,810.6% | -26.3% | +1,836.9% | +1,991.9% |
| 3Y | +2,587.6% | -9.9% | +2,597.4% | +2,542.1% |
| 5Y | +601.7% | +6.1% | +595.6% | +525.6% |
| All | +1,472.1% | +233.5% | +1,238.6% | +821.2% |
Cumulative growth
Daily Returns
Daily percentage return beside LOW.
Daily Out/Under-Performance
Portfolio return minus LOW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LOW 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 LOW 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