+702.2%
AXTI vs PLD
+254.7%
+447.6%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.4% | -0.3% | -8.0% | -8.2% |
| 7D | -23.4% | +0.8% | -24.2% | -23.5% |
| 30D | -42.6% | +0.5% | -43.1% | -42.7% |
| 3M | -46.7% | -5.5% | -41.2% | -45.1% |
| 6M | -66.2% | -8.3% | -57.9% | -65.1% |
| YTD | +140.4% | +4.3% | +136.1% | +132.1% |
| 1Y | +276.5% | +7.4% | +269.1% | +257.6% |
| 3Y | +1,885.4% | +37.1% | +1,848.3% | +1,539.7% |
| 5Y | +350.3% | +1.3% | +349.0% | +328.0% |
| 10Y | +702.2% | +267.4% | +434.8% | +334.1% |
| All | +702.2% | +254.7% | +447.6% | +334.1% |
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