+743.4%
AXTI vs NTRS
+93.2%
+650.2%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.1% | -1.0% | -0.7% |
| 7D | +5.1% | +1.4% | +3.7% | +3.9% |
| 30D | -17.5% | -0.7% | -16.8% | -17.1% |
| 3M | -26.7% | +11.3% | -38.0% | -31.7% |
| 6M | +36.8% | +35.5% | +1.2% | +9.2% |
| YTD | +296.1% | +40.6% | +255.6% | +210.3% |
| 1Y | +1,810.6% | +49.2% | +1,761.4% | +1,346.2% |
| 3Y | +2,587.6% | +167.2% | +2,420.3% | +1,277.7% |
| All | +743.4% | +93.2% | +650.2% | +418.3% |
Cumulative growth
Daily Returns
Daily percentage return beside NTRS.
Daily Out/Under-Performance
Portfolio return minus NTRS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NTRS 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 NTRS 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