+743.4%
AXTI vs NRG
+194.8%
+548.6%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.6% | -1.5% | -0.8% |
| 7D | +5.1% | -4.7% | +9.7% | +8.1% |
| 30D | -17.5% | -6.0% | -11.5% | -14.5% |
| 3M | -26.7% | -8.0% | -18.7% | -22.3% |
| 6M | +36.8% | -23.2% | +59.9% | +59.5% |
| YTD | +296.1% | -28.1% | +324.2% | +378.2% |
| 1Y | +1,810.6% | -27.3% | +1,837.9% | +2,236.0% |
| 3Y | +2,587.6% | +208.7% | +2,378.9% | +1,695.2% |
| All | +743.4% | +194.8% | +548.6% | +486.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling