+743.4%
AXTI vs LOW
+5.4%
+738.0%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.1% | 0.0% | +0.1% |
| 7D | +5.1% | -3.7% | +8.8% | +6.5% |
| 30D | -17.5% | -8.9% | -8.6% | -14.7% |
| 3M | -26.7% | -10.4% | -16.3% | -24.9% |
| 6M | +36.8% | -19.4% | +56.2% | +45.8% |
| YTD | +296.1% | -17.1% | +313.3% | +305.6% |
| 1Y | +1,810.6% | -26.3% | +1,836.9% | +2,006.8% |
| 3Y | +2,587.6% | -9.9% | +2,597.4% | +2,458.2% |
| All | +743.4% | +5.4% | +738.0% | +640.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling