+1,982.4%
AXTI vs NRG
-18.6%
+2,001.0%
-73.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.7% | +6.4% | +3.3% | +3.7% |
| 7D | +5.1% | +7.1% | -2.0% | -1.2% |
| 30D | -10.2% | -1.4% | -8.7% | -9.6% |
| 3M | -41.8% | -10.5% | -31.4% | -35.8% |
| 6M | +57.5% | -26.7% | +84.3% | +113.7% |
| YTD | +277.0% | -24.5% | +301.5% | +396.7% |
| 1Y | +1,982.4% | -18.6% | +2,001.0% | +2,448.7% |
| All | +1,982.4% | -18.6% | +2,001.0% | +2,448.7% |
Cumulative growth
Daily Returns
Daily percentage return beside NRG.
Daily Out/Under-Performance
Portfolio return minus NRG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NRG 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 1y: compounded portfolio wealth divided by compounded NRG 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…
1y analysis · Full analysis span regression · 6 months rolling