+548.6%
AXTI vs MAR
+2,507.1%
-1,958.5%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.8% | -1.8% | -1.3% |
| 7D | +21.0% | -0.5% | +21.5% | +21.1% |
| 30D | -6.6% | -4.7% | -2.0% | -4.7% |
| 3M | -12.1% | -15.6% | +3.5% | -6.1% |
| 6M | +78.7% | +1.2% | +77.5% | +72.7% |
| YTD | +321.5% | +7.5% | +314.0% | +292.3% |
| 1Y | +2,166.8% | +26.6% | +2,140.2% | +1,842.9% |
| 3Y | +2,807.6% | +66.0% | +2,741.6% | +2,123.4% |
| 5Y | +651.5% | +154.1% | +497.4% | +368.8% |
| 10Y | +1,560.5% | +441.9% | +1,118.6% | +606.7% |
| All | +548.6% | +2,507.1% | -1,958.5% | +1.0% |
Cumulative growth
Daily Returns
Daily percentage return beside MAR.
Daily Out/Under-Performance
Portfolio return minus MAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MAR 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 MAR 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