+1,472.1%
AXTI vs MTB
+173.8%
+1,298.3%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MTB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.3% | -0.2% | -0.1% |
| 7D | +5.1% | 0.0% | +5.1% | +5.0% |
| 30D | -17.5% | -4.8% | -12.7% | -15.5% |
| 3M | -26.7% | +6.0% | -32.6% | -29.7% |
| 6M | +36.8% | +19.6% | +17.1% | +22.2% |
| YTD | +296.1% | +21.5% | +274.7% | +252.2% |
| 1Y | +1,810.6% | +24.7% | +1,785.9% | +1,576.0% |
| 3Y | +2,587.6% | +108.6% | +2,479.0% | +1,752.5% |
| 5Y | +601.7% | +106.7% | +495.0% | +373.3% |
| All | +1,472.1% | +173.8% | +1,298.3% | +1,030.2% |
Cumulative growth
Daily Returns
Daily percentage return beside MTB.
Daily Out/Under-Performance
Portfolio return minus MTB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MTB 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 10y: compounded portfolio wealth divided by compounded MTB 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…
10y analysis · Full analysis span regression · 6 months rolling