+509.6%
AXTI vs NI
+1,142.0%
-632.4%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -24.0% |
| 6M | +36.8% | -9.3% | +46.1% | +41.0% |
| YTD | +296.1% | +1.1% | +295.0% | +292.9% |
| 1Y | +1,810.6% | +3.4% | +1,807.2% | +1,781.8% |
| 3Y | +2,587.6% | +67.9% | +2,519.7% | +2,127.9% |
| 5Y | +601.7% | +98.0% | +503.8% | +444.6% |
| 10Y | +1,460.7% | +143.6% | +1,317.2% | +977.8% |
| All | +509.6% | +1,142.0% | -632.4% | +137.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling