+1,982.4%
AXTI vs LPLA
+0.7%
+1,981.7%
-73.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.7% | -0.3% | +10.0% | +9.8% |
| 7D | +5.1% | -3.1% | +8.2% | +6.1% |
| 30D | -10.2% | -0.1% | -10.1% | -10.3% |
| 3M | -41.8% | +23.2% | -65.1% | -44.7% |
| 6M | +57.5% | +15.5% | +42.0% | +48.6% |
| YTD | +277.0% | +0.9% | +276.1% | +283.4% |
| 1Y | +1,982.4% | +0.2% | +1,982.3% | +1,921.6% |
| All | +1,982.4% | +0.7% | +1,981.7% | +1,921.6% |
Cumulative growth
Daily Returns
Daily percentage return beside LPLA.
Daily Out/Under-Performance
Portfolio return minus LPLA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LPLA 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 1y: compounded portfolio wealth divided by compounded LPLA 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…
1y analysis · Full analysis span regression · 6 months rolling