+3,522.9%
AXTI vs PFGC
+409.4%
+3,113.5%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PFGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.8% | -1.9% | +14.7% | +13.4% |
| 7D | +24.0% | -2.4% | +26.4% | +24.8% |
| 30D | -21.5% | -15.8% | -5.7% | -17.3% |
| 3M | -23.4% | -0.6% | -22.8% | -24.2% |
| 6M | +114.9% | +10.7% | +104.2% | +103.6% |
| YTD | +325.4% | +7.6% | +317.8% | +304.3% |
| 1Y | +2,136.7% | -7.8% | +2,144.5% | +2,122.8% |
| 3Y | +2,835.0% | +63.7% | +2,771.3% | +2,342.6% |
| 5Y | +652.8% | +112.3% | +540.6% | +466.0% |
| 10Y | +1,513.9% | +286.7% | +1,227.2% | +850.7% |
| All | +3,522.9% | +409.4% | +3,113.5% | +1,972.0% |
Cumulative growth
Daily Returns
Daily percentage return beside PFGC.
Daily Out/Under-Performance
Portfolio return minus PFGC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PFGC 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 PFGC 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