+342.1%
AXTI vs PCG
-20.4%
+362.5%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PCG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +19.5% | -1.0% | +20.5% | +19.6% |
| 7D | -1.2% | -2.2% | +1.0% | -0.9% |
| 30D | -24.2% | -0.5% | -23.8% | -24.1% |
| 3M | -36.3% | -24.0% | -12.4% | -34.4% |
| 6M | -62.7% | -18.6% | -44.0% | -62.0% |
| YTD | +187.3% | -17.7% | +205.0% | +191.7% |
| 1Y | +344.8% | -20.0% | +364.8% | +353.0% |
| 3Y | +2,272.2% | -20.2% | +2,292.5% | +2,306.9% |
| 5Y | +419.6% | +8.4% | +411.2% | +405.0% |
| 10Y | +888.8% | -76.4% | +965.2% | +903.5% |
| All | +342.1% | -20.4% | +362.5% | +277.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling