+743.4%
AXTI vs NI
+96.9%
+646.4%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | -16.9% |
| 3M | -26.7% | -10.6% | -16.1% | -23.9% |
| 6M | +36.8% | -9.3% | +46.1% | +41.2% |
| YTD | +296.1% | +1.1% | +295.0% | +291.6% |
| 1Y | +1,810.6% | +3.4% | +1,807.2% | +1,772.8% |
| 3Y | +2,587.6% | +67.9% | +2,519.7% | +2,094.1% |
| All | +743.4% | +96.9% | +646.4% | +639.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling