+2,584.6%
AXTI vs LTH
+153.7%
+2,430.9%
-78.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LTH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | -0.6% | -5.5% | -6.0% |
| 7D | +15.1% | -3.7% | +18.9% | +15.9% |
| 30D | -12.3% | -5.3% | -7.0% | -11.5% |
| 3M | -24.1% | +24.2% | -48.3% | -28.4% |
| 6M | +46.0% | +54.8% | -8.8% | +29.3% |
| YTD | +295.7% | +56.1% | +239.7% | +246.7% |
| 1Y | +1,825.6% | +45.5% | +1,780.1% | +1,616.4% |
| All | +2,584.6% | +153.7% | +2,430.9% | +1,834.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling