+1,982.4%
AXTI vs PM
+16.6%
+1,965.8%
-73.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.7% | -2.0% | +11.6% | +8.2% |
| 7D | +5.1% | -4.9% | +10.0% | +1.4% |
| 30D | -10.2% | -3.4% | -6.8% | -11.8% |
| 3M | -41.8% | +5.2% | -47.0% | -40.1% |
| 6M | +57.5% | +3.7% | +53.8% | +50.1% |
| YTD | +277.0% | +15.8% | +261.2% | +334.5% |
| 1Y | +1,982.4% | +17.4% | +1,965.1% | +2,373.3% |
| All | +1,982.4% | +16.6% | +1,965.8% | +2,373.3% |
Cumulative growth
Daily Returns
Daily percentage return beside PM.
Daily Out/Under-Performance
Portfolio return minus PM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PM 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 1y: compounded portfolio wealth divided by compounded PM 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…
1y analysis · Full analysis span regression · 6 months rolling