+652.8%
AXTI vs PL
+79.0%
+573.8%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.8% | -1.7% | +14.6% | +13.3% |
| 7D | +24.0% | -7.5% | +31.5% | +26.5% |
| 30D | -21.5% | -25.6% | +4.1% | -14.4% |
| 3M | -23.4% | -45.6% | +22.2% | -8.7% |
| 6M | +114.9% | -29.5% | +144.4% | +134.7% |
| YTD | +325.4% | -9.7% | +335.1% | +333.0% |
| 1Y | +2,136.7% | +84.4% | +2,052.3% | +1,795.4% |
| 3Y | +2,835.0% | +550.0% | +2,285.0% | +1,498.8% |
| 5Y | +652.8% | +79.0% | +573.8% | +392.6% |
| All | +652.8% | +79.0% | +573.8% | +392.6% |
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