+758.2%
AXTI vs LTH
+152.0%
+606.2%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LTH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.7% | +0.8% | -0.5% |
| 7D | +21.0% | -4.0% | +25.0% | +22.3% |
| 30D | -6.6% | -1.7% | -5.0% | -6.3% |
| 3M | -12.1% | +28.0% | -40.0% | -19.3% |
| 6M | +78.7% | +54.1% | +24.6% | +52.9% |
| YTD | +321.5% | +57.1% | +264.4% | +255.6% |
| 1Y | +2,166.8% | +45.8% | +2,121.0% | +1,848.5% |
| 3Y | +2,807.6% | +157.6% | +2,650.0% | +1,870.4% |
| All | +758.2% | +152.0% | +606.2% | +467.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling