+2,584.6%
AXTI vs PM
+129.7%
+2,455.0%
-78.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | +2.2% | -8.3% | -5.6% |
| 7D | +15.1% | +1.9% | +13.2% | +15.7% |
| 30D | -12.3% | +1.9% | -14.2% | -11.7% |
| 3M | -24.1% | +4.6% | -28.7% | -23.3% |
| 6M | +46.0% | +11.7% | +34.4% | +45.7% |
| YTD | +295.7% | +20.4% | +275.4% | +300.1% |
| 1Y | +1,825.6% | +19.0% | +1,806.6% | +1,859.5% |
| All | +2,584.6% | +129.7% | +2,455.0% | +1,682.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling