+293.8%
AXTI vs PCG
-19.5%
+313.3%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PCG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +2.2% | -6.1% | -4.2% |
| 7D | +7.6% | +2.2% | +5.5% | +7.3% |
| 30D | -32.1% | +0.8% | -32.8% | -32.1% |
| 3M | -46.0% | -23.8% | -22.2% | -44.4% |
| 6M | -65.7% | -19.6% | -46.1% | -65.0% |
| YTD | +155.9% | -16.7% | +172.6% | +159.4% |
| 1Y | +300.8% | -19.4% | +320.1% | +307.7% |
| 3Y | +1,981.6% | -18.3% | +1,999.9% | +2,005.9% |
| 5Y | +359.3% | +10.4% | +348.9% | +345.4% |
| 10Y | +780.8% | -76.1% | +857.0% | +792.6% |
| All | +293.8% | -19.5% | +313.3% | +236.1% |
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