+2,211.0%
AXTI vs PBF
+317.1%
+1,893.9%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PBF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.8% | +3.3% | +9.6% | +12.2% |
| 7D | +24.0% | +2.4% | +21.6% | +23.5% |
| 30D | -21.5% | +24.9% | -46.3% | -25.1% |
| 3M | -23.4% | +81.9% | -105.2% | -31.9% |
| 6M | +114.9% | +79.4% | +35.5% | +88.0% |
| YTD | +325.4% | +188.3% | +137.1% | +238.5% |
| 1Y | +2,136.7% | +177.3% | +1,959.4% | +1,681.7% |
| 3Y | +2,835.0% | +56.0% | +2,779.0% | +2,414.6% |
| 5Y | +652.8% | +804.0% | -151.2% | +335.6% |
| 10Y | +1,513.9% | +334.1% | +1,179.8% | +823.8% |
| All | +2,211.0% | +317.1% | +1,893.9% | +1,210.3% |
Cumulative growth
Daily Returns
Daily percentage return beside PBF.
Daily Out/Under-Performance
Portfolio return minus PBF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PBF 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 PBF 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