+415.6%
AXTI vs PCG
+8.0%
+407.6%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PCG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +19.5% | -1.0% | +20.5% | +19.7% |
| 7D | -1.2% | -2.2% | +1.0% | -0.6% |
| 30D | -24.2% | -0.5% | -23.8% | -24.1% |
| 3M | -36.3% | -24.0% | -12.4% | -32.6% |
| 6M | -62.7% | -18.6% | -44.0% | -61.7% |
| YTD | +187.3% | -17.7% | +205.0% | +194.3% |
| 1Y | +344.8% | -20.0% | +364.8% | +359.9% |
| 3Y | +2,272.2% | -20.2% | +2,292.5% | +2,296.1% |
| All | +415.6% | +8.0% | +407.6% | +339.5% |
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