+797.7%
AXTI vs PLD
+268.0%
+529.7%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.3% | -1.1% | -6.2% | -6.7% |
| 7D | +18.6% | 0.0% | +18.6% | +18.7% |
| 30D | -32.6% | -3.7% | -28.9% | -31.1% |
| 3M | -44.5% | -7.9% | -36.6% | -42.0% |
| 6M | -64.6% | -9.2% | -55.4% | -63.2% |
| YTD | +166.3% | +3.1% | +163.2% | +158.9% |
| 1Y | +296.5% | +6.2% | +290.3% | +279.2% |
| 3Y | +2,099.0% | +35.4% | +2,063.6% | +1,729.3% |
| 5Y | +377.9% | +0.1% | +377.8% | +357.5% |
| All | +797.7% | +268.0% | +529.7% | +410.6% |
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