+797.7%
AXTI vs P
+666.7%
+131.0%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | P | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.3% | +3.4% | -10.7% | -9.1% |
| 7D | +18.6% | +17.8% | +0.7% | +9.2% |
| 30D | -32.6% | -29.9% | -2.8% | -17.2% |
| 3M | -44.5% | -1.2% | -43.3% | -42.7% |
| 6M | -64.6% | +32.1% | -96.7% | -67.9% |
| YTD | +166.3% | +64.3% | +102.0% | +119.8% |
| 1Y | +296.5% | +24.3% | +272.3% | +262.4% |
| 3Y | +2,099.0% | +203.2% | +1,895.8% | +1,143.3% |
| 5Y | +377.9% | +290.4% | +87.5% | +131.8% |
| All | +797.7% | +666.7% | +131.0% | +249.3% |
Cumulative growth
Daily Returns
Daily percentage return beside P.
Daily Out/Under-Performance
Portfolio return minus P return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × P 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 P 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