+1,472.1%
AXTI vs O
+54.0%
+1,418.0%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | O | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.1% | +0.2% | +0.1% |
| 7D | +5.1% | -2.9% | +7.9% | +6.0% |
| 30D | -17.5% | -4.5% | -12.9% | -16.4% |
| 3M | -26.7% | -2.6% | -24.0% | -26.9% |
| 6M | +36.8% | -5.6% | +42.4% | +37.2% |
| YTD | +296.1% | +9.3% | +286.9% | +276.3% |
| 1Y | +1,810.6% | +4.3% | +1,806.3% | +1,740.3% |
| 3Y | +2,587.6% | +27.4% | +2,560.1% | +2,245.4% |
| 5Y | +601.7% | +17.1% | +584.7% | +533.4% |
| All | +1,472.1% | +54.0% | +1,418.0% | +1,149.5% |
Cumulative growth
Daily Returns
Daily percentage return beside O.
Daily Out/Under-Performance
Portfolio return minus O return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × O 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 10y: compounded portfolio wealth divided by compounded O 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…
10y analysis · Full analysis span regression · 6 months rolling