+548.6%
AXTI vs LOW
+3,020.2%
-2,471.7%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.1% | +0.2% | -0.5% |
| 7D | +21.0% | -0.6% | +21.6% | +21.2% |
| 30D | -6.6% | -9.3% | +2.6% | -3.6% |
| 3M | -12.1% | -8.1% | -4.0% | -10.9% |
| 6M | +78.7% | -19.8% | +98.5% | +87.7% |
| YTD | +321.5% | -16.4% | +337.8% | +332.0% |
| 1Y | +2,166.8% | -24.7% | +2,191.4% | +2,304.7% |
| 3Y | +2,807.6% | -8.8% | +2,816.4% | +2,794.1% |
| 5Y | +651.5% | +7.8% | +643.7% | +600.2% |
| 10Y | +1,560.5% | +233.8% | +1,326.6% | +916.1% |
| All | +548.6% | +3,020.2% | -2,471.7% | +64.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling