+651.5%
AXTI vs PCG
+55.2%
+596.2%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PCG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -4.3% | +3.3% | -0.1% |
| 7D | +21.0% | +6.5% | +14.5% | +19.7% |
| 30D | -6.6% | -16.7% | +10.1% | -3.6% |
| 3M | -12.1% | -14.2% | +2.1% | -10.5% |
| 6M | +78.7% | -21.5% | +100.2% | +86.2% |
| YTD | +321.5% | -11.2% | +332.7% | +324.2% |
| 1Y | +2,166.8% | -4.2% | +2,171.0% | +2,134.7% |
| 3Y | +2,807.6% | -14.9% | +2,822.5% | +2,802.7% |
| 5Y | +651.5% | +54.2% | +597.2% | +586.8% |
| All | +651.5% | +55.2% | +596.2% | +586.8% |
Cumulative growth
Daily Returns
Daily percentage return beside PCG.
Daily Out/Under-Performance
Portfolio return minus PCG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PCG 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 PCG 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