+300.8%
AXTI vs PEP
+5.0%
+295.7%
-73.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +2.2% | -6.1% | -1.4% |
| 7D | +7.6% | +2.9% | +4.7% | +11.2% |
| 30D | -32.1% | +12.5% | -44.6% | -22.0% |
| 3M | -46.0% | +4.5% | -50.5% | -40.5% |
| 6M | -65.7% | -0.5% | -65.2% | -60.2% |
| YTD | +155.9% | +4.4% | +151.5% | +219.8% |
| 1Y | +300.8% | +4.4% | +296.4% | +412.3% |
| All | +300.8% | +5.0% | +295.7% | +412.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling