+601.0%
AXTI vs O
+14.0%
+587.0%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | O | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | -0.9% | -5.2% | -6.0% |
| 7D | +15.1% | -3.5% | +18.6% | +15.5% |
| 30D | -12.3% | -3.3% | -9.0% | -12.1% |
| 3M | -24.1% | -2.8% | -21.3% | -24.7% |
| 6M | +46.0% | -5.8% | +51.8% | +46.1% |
| YTD | +295.7% | +9.4% | +286.3% | +277.7% |
| 1Y | +1,825.6% | +5.7% | +1,819.9% | +1,752.7% |
| 3Y | +2,630.0% | +27.2% | +2,602.7% | +2,240.7% |
| 5Y | +601.0% | +17.2% | +583.8% | +602.2% |
| All | +601.0% | +14.0% | +587.0% | +602.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling