+1,560.5%
AXTI vs PLD
+237.0%
+1,323.4%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.0% | +1.1% | +0.2% |
| 7D | +21.0% | -0.7% | +21.7% | +21.4% |
| 30D | -6.6% | -2.2% | -4.4% | -5.6% |
| 3M | -12.1% | -7.4% | -4.7% | -9.0% |
| 6M | +78.7% | +1.9% | +76.8% | +75.0% |
| YTD | +321.5% | +7.9% | +313.6% | +299.5% |
| 1Y | +2,166.8% | +25.1% | +2,141.7% | +1,880.7% |
| 3Y | +2,807.6% | +21.9% | +2,785.7% | +2,455.1% |
| 5Y | +651.5% | +16.3% | +635.2% | +565.1% |
| 10Y | +1,560.5% | +249.9% | +1,310.6% | +870.3% |
| All | +1,560.5% | +237.0% | +1,323.4% | +870.3% |
Cumulative growth
Daily Returns
Daily percentage return beside PLD.
Daily Out/Under-Performance
Portfolio return minus PLD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLD 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 PLD 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