+1,472.1%
AXTI vs PEP
+78.2%
+1,393.9%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-11 to 2026-09-11.
| Period | Portfolio | PEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.2% | +0.3% | +0.1% |
| 7D | +5.1% | -1.0% | +6.0% | +5.2% |
| 30D | -17.5% | -0.7% | -16.8% | -17.5% |
| 3M | -26.7% | -4.1% | -22.5% | -26.7% |
| 6M | +36.8% | -13.1% | +49.8% | +39.5% |
| YTD | +296.1% | -2.1% | +298.3% | +295.3% |
| 1Y | +1,810.6% | -1.7% | +1,812.3% | +1,792.6% |
| 3Y | +2,587.6% | -15.1% | +2,602.7% | +2,620.8% |
| 5Y | +601.7% | +3.1% | +598.6% | +555.7% |
| All | +1,472.1% | +78.2% | +1,393.9% | +1,112.6% |
Cumulative growth
Daily Returns
Daily percentage return beside PEP.
Daily Out/Under-Performance
Portfolio return minus PEP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PEP 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 2016-09-11 to 2026-09-11: compounded portfolio wealth divided by compounded PEP 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…
2016-09-11 to 2026-09-11 analysis · Full analysis span regression · 6 months rolling