+370.0%
AXTI vs PLD
+1.8%
+368.2%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.4% | +2.8% | +7.5% | +8.7% |
| 7D | -11.0% | +0.7% | -11.7% | -11.1% |
| 30D | -37.3% | +0.8% | -38.1% | -37.6% |
| 3M | -51.6% | -6.1% | -45.4% | -49.7% |
| 6M | -63.1% | -8.0% | -55.1% | -61.8% |
| YTD | +162.4% | +4.7% | +157.8% | +151.4% |
| 1Y | +353.6% | +7.2% | +346.4% | +328.0% |
| 3Y | +1,972.9% | +39.2% | +1,933.7% | +1,558.7% |
| 5Y | +370.0% | +1.9% | +368.1% | +291.2% |
| All | +370.0% | +1.8% | +368.2% | +291.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling