+91.9%
AXTI vs PBR
+1,899.4%
-1,807.5%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PBR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.8% | +1.0% | +0.3% |
| 7D | +5.1% | +5.4% | -0.3% | +3.8% |
| 30D | -17.5% | +22.9% | -40.3% | -21.6% |
| 3M | -26.7% | +19.6% | -46.3% | -30.1% |
| 6M | +36.8% | +16.5% | +20.3% | +31.4% |
| YTD | +296.1% | +86.7% | +209.5% | +239.7% |
| 1Y | +1,810.6% | +74.7% | +1,735.9% | +1,568.3% |
| 3Y | +2,587.6% | +102.6% | +2,485.0% | +2,134.3% |
| 5Y | +601.7% | +566.6% | +35.1% | +322.2% |
| 10Y | +1,460.7% | +686.1% | +774.7% | +709.7% |
| All | +91.9% | +1,899.4% | -1,807.5% | -50.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling