+706.6%
AXTI vs LTH
+150.5%
+556.1%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LTH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | 0.0% | +0.1% | +0.1% |
| 7D | +5.1% | -4.0% | +9.1% | +6.2% |
| 30D | -17.5% | -5.3% | -12.2% | -16.2% |
| 3M | -26.7% | +19.0% | -45.7% | -31.3% |
| 6M | +36.8% | +55.8% | -19.0% | +16.7% |
| YTD | +296.1% | +56.1% | +240.0% | +234.8% |
| 1Y | +1,810.6% | +41.3% | +1,769.4% | +1,560.6% |
| 3Y | +2,587.6% | +156.6% | +2,430.9% | +1,723.0% |
| All | +706.6% | +150.5% | +556.1% | +434.0% |
Cumulative growth
Daily Returns
Daily percentage return beside LTH.
Daily Out/Under-Performance
Portfolio return minus LTH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LTH 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 LTH 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