+554.7%
AXTI vs O
+2,376.3%
-1,821.6%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | O | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.8% | -0.4% | +13.2% | +13.0% |
| 7D | +24.0% | -0.6% | +24.5% | +24.1% |
| 30D | -21.5% | -2.0% | -19.5% | -21.1% |
| 3M | -23.4% | +3.0% | -26.4% | -24.9% |
| 6M | +114.9% | -3.6% | +118.5% | +114.2% |
| YTD | +325.4% | +12.1% | +313.4% | +304.5% |
| 1Y | +2,136.7% | +8.9% | +2,127.8% | +2,039.7% |
| 3Y | +2,835.0% | +30.3% | +2,804.7% | +2,515.6% |
| 5Y | +652.8% | +13.7% | +639.1% | +599.1% |
| 10Y | +1,513.9% | +50.3% | +1,463.7% | +1,221.8% |
| All | +554.7% | +2,376.3% | -1,821.6% | +32.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling