+601.0%
AXTI vs OPEN
-85.3%
+686.2%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | -6.7% | +0.6% | -5.1% |
| 7D | +15.1% | -10.5% | +25.7% | +17.1% |
| 30D | -12.3% | -21.8% | +9.5% | -9.0% |
| 3M | -24.1% | -37.5% | +13.4% | -18.6% |
| 6M | +46.0% | -44.1% | +90.2% | +59.3% |
| YTD | +295.7% | -52.0% | +347.7% | +335.1% |
| 1Y | +1,825.6% | -52.2% | +1,877.8% | +1,897.7% |
| 3Y | +2,630.0% | -25.9% | +2,655.9% | +2,096.5% |
| 5Y | +601.0% | -85.1% | +686.0% | +556.5% |
| All | +601.0% | -85.3% | +686.2% | +556.5% |
Cumulative growth
Daily Returns
Daily percentage return beside OPEN.
Daily Out/Under-Performance
Portfolio return minus OPEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OPEN 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 OPEN 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