+2,587.6%
AXTI vs PBR
+99.7%
+2,487.8%
-78.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PBR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.8% | +1.0% | +0.4% |
| 7D | +5.1% | +5.4% | -0.3% | +3.1% |
| 30D | -17.5% | +22.9% | -40.3% | -23.7% |
| 3M | -26.7% | +19.6% | -46.3% | -31.9% |
| 6M | +36.8% | +16.5% | +20.3% | +28.9% |
| YTD | +296.1% | +86.7% | +209.5% | +225.8% |
| 1Y | +1,810.6% | +74.7% | +1,735.9% | +1,504.7% |
| 3Y | +2,587.6% | +102.6% | +2,485.0% | +2,016.5% |
| All | +2,587.6% | +99.7% | +2,487.8% | +2,016.5% |
Cumulative growth
Daily Returns
Daily percentage return beside PBR.
Daily Out/Under-Performance
Portfolio return minus PBR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PBR 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 3y: compounded portfolio wealth divided by compounded PBR 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…
3y analysis · Full analysis span regression · 6 months rolling