+436.9%
AXTI vs PL
+84.9%
+352.0%
-90.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.7% | -1.3% | +10.9% | +10.0% |
| 7D | +5.1% | -9.3% | +14.4% | +7.9% |
| 30D | -10.2% | -18.9% | +8.8% | -4.1% |
| 3M | -41.8% | -58.4% | +16.5% | -26.0% |
| 6M | +57.5% | -30.3% | +87.8% | +72.2% |
| YTD | +277.0% | -8.1% | +285.1% | +282.1% |
| 1Y | +1,982.4% | +180.5% | +1,801.9% | +1,459.9% |
| 3Y | +2,234.8% | +444.1% | +1,790.7% | +1,223.3% |
| 5Y | +528.3% | +83.0% | +445.3% | +319.1% |
| All | +436.9% | +84.9% | +352.0% | +248.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling