+766.3%
AXTI vs LTH
+156.3%
+609.9%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LTH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.8% | -1.8% | +14.6% | +13.3% |
| 7D | +24.0% | +1.5% | +22.4% | +23.4% |
| 30D | -21.5% | -3.1% | -18.4% | -20.7% |
| 3M | -23.4% | +28.1% | -51.5% | -29.6% |
| 6M | +114.9% | +67.4% | +47.5% | +79.6% |
| YTD | +325.4% | +59.8% | +265.7% | +257.2% |
| 1Y | +2,136.7% | +45.6% | +2,091.1% | +1,826.1% |
| 3Y | +2,835.0% | +162.0% | +2,673.0% | +1,879.6% |
| All | +766.3% | +156.3% | +609.9% | +469.8% |
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