+421.0%
AXTI vs LTH
+180.7%
+240.3%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LTH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +2.2% | -6.1% | -4.5% |
| 7D | +7.6% | -1.3% | +8.9% | +8.0% |
| 30D | -32.1% | +15.7% | -47.7% | -34.9% |
| 3M | -46.0% | +5.0% | -51.0% | -47.0% |
| 6M | -65.7% | +37.7% | -103.4% | -69.3% |
| YTD | +155.9% | +75.0% | +80.9% | +108.5% |
| 1Y | +300.8% | +82.6% | +218.1% | +220.7% |
| 3Y | +1,981.6% | +241.3% | +1,740.3% | +1,196.3% |
| 5Y | +359.3% | +135.4% | +223.9% | +196.7% |
| All | +421.0% | +180.7% | +240.3% | +232.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling