+279.3%
AXTI vs PL
+41.8%
+237.4%
-90.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.3% | -3.1% | -4.2% | -6.4% |
| 7D | +18.6% | +22.3% | -3.7% | +11.8% |
| 30D | -32.6% | -8.3% | -24.3% | -30.1% |
| 3M | -44.5% | -43.3% | -1.2% | -33.9% |
| 6M | -64.6% | -65.8% | +1.3% | -52.0% |
| YTD | +166.3% | -29.5% | +195.8% | +194.7% |
| 1Y | +296.5% | +11.7% | +284.8% | +288.5% |
| 3Y | +2,099.0% | +540.6% | +1,558.4% | +1,145.4% |
| 5Y | +377.9% | +32.9% | +345.0% | +227.4% |
| All | +279.3% | +41.8% | +237.4% | +169.0% |
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