+2,759.3%
AXTI vs PEP
-13.9%
+2,773.2%
-78.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.3% | +0.3% | -1.6% |
| 7D | +21.0% | -1.7% | +22.7% | +20.0% |
| 30D | -6.6% | +0.3% | -6.9% | -6.2% |
| 3M | -12.1% | -3.2% | -8.8% | -11.5% |
| 6M | +78.7% | -13.6% | +92.3% | +75.9% |
| YTD | +321.5% | -1.9% | +323.3% | +333.2% |
| 1Y | +2,166.8% | -0.6% | +2,167.4% | +2,246.0% |
| All | +2,759.3% | -13.9% | +2,773.2% | +2,734.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling