+651.5%
AXTI vs M
+22.2%
+629.2%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | M | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -4.2% | +3.3% | +0.6% |
| 7D | +21.0% | -4.1% | +25.1% | +22.7% |
| 30D | -6.6% | -13.6% | +7.0% | -1.8% |
| 3M | -12.1% | -2.3% | -9.8% | -12.0% |
| 6M | +78.7% | +21.9% | +56.8% | +64.7% |
| YTD | +321.5% | -0.6% | +322.1% | +317.0% |
| 1Y | +2,166.8% | +29.7% | +2,137.1% | +1,939.1% |
| 3Y | +2,807.6% | +107.3% | +2,700.3% | +2,104.2% |
| 5Y | +651.5% | +20.5% | +631.0% | +612.0% |
| All | +651.5% | +22.2% | +629.2% | +612.0% |
Cumulative growth
Daily Returns
Daily percentage return beside M.
Daily Out/Under-Performance
Portfolio return minus M return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × M 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 M 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