+317.2%
AXTI vs PL
+20.8%
+296.4%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | +10.4% | -4.5% | +2.8% |
| 7D | -29.4% | -6.8% | -22.6% | -27.3% |
| 30D | -51.3% | -29.3% | -22.0% | -45.5% |
| 3M | -48.3% | -44.8% | -3.5% | -37.6% |
| 6M | -62.9% | -68.4% | +5.5% | -48.7% |
| YTD | +137.8% | -36.4% | +174.2% | +171.1% |
| 1Y | +338.3% | +0.7% | +337.6% | +342.4% |
| 3Y | +1,590.4% | +455.3% | +1,135.1% | +891.3% |
| All | +317.2% | +20.8% | +296.4% | +192.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling