+273.8%
AXTI vs PL
+46.6%
+227.1%
-90.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.4% | +14.5% | -4.1% | +6.0% |
| 7D | -11.0% | +10.9% | -21.9% | -13.0% |
| 30D | -37.3% | -16.4% | -21.0% | -33.3% |
| 3M | -51.6% | -39.9% | -11.6% | -43.2% |
| 6M | -63.1% | -63.2% | +0.1% | -51.1% |
| YTD | +162.4% | -27.1% | +189.6% | +187.3% |
| 1Y | +353.6% | +12.2% | +341.4% | +342.5% |
| 3Y | +1,972.9% | +584.3% | +1,388.7% | +1,052.1% |
| 5Y | +370.0% | +37.0% | +333.0% | +216.6% |
| All | +273.8% | +46.6% | +227.1% | +162.2% |
Cumulative growth
Daily Returns
Daily percentage return beside PL.
Daily Out/Under-Performance
Portfolio return minus PL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PL 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 10y: compounded portfolio wealth divided by compounded PL 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…
10y analysis · Full analysis span regression · 6 months rolling