+2,587.6%
AXTI vs NRG
+203.5%
+2,384.1%
-78.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.6% | -1.5% | -1.0% |
| 7D | +5.1% | -4.7% | +9.7% | +8.5% |
| 30D | -17.5% | -6.0% | -11.5% | -14.1% |
| 3M | -26.7% | -8.0% | -18.7% | -21.8% |
| 6M | +36.8% | -23.2% | +59.9% | +62.4% |
| YTD | +296.1% | -28.1% | +324.2% | +388.9% |
| 1Y | +1,810.6% | -27.3% | +1,837.9% | +2,290.9% |
| 3Y | +2,587.6% | +208.7% | +2,378.9% | +1,867.0% |
| All | +2,587.6% | +203.5% | +2,384.1% | +1,867.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling