+1,472.1%
AXTI vs NI
+143.3%
+1,328.8%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | 0.0% | +0.1% | +0.1% |
| 7D | +5.1% | 0.0% | +5.0% | +5.1% |
| 30D | -17.5% | -1.4% | -16.1% | -17.0% |
| 3M | -26.7% | -10.6% | -16.1% | -24.3% |
| 6M | +36.8% | -9.3% | +46.1% | +40.5% |
| YTD | +296.1% | +1.1% | +295.0% | +293.1% |
| 1Y | +1,810.6% | +3.4% | +1,807.2% | +1,784.1% |
| 3Y | +2,587.6% | +67.9% | +2,519.7% | +2,184.0% |
| 5Y | +601.7% | +98.0% | +503.8% | +467.7% |
| All | +1,472.1% | +143.3% | +1,328.8% | +1,153.6% |
Cumulative growth
Daily Returns
Daily percentage return beside NI.
Daily Out/Under-Performance
Portfolio return minus NI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NI 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 NI 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