+601.0%
AXTI vs PM
+132.4%
+468.6%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | +2.2% | -8.3% | -6.0% |
| 7D | +15.1% | +1.9% | +13.2% | +15.2% |
| 30D | -12.3% | +1.9% | -14.2% | -12.2% |
| 3M | -24.1% | +4.6% | -28.7% | -24.5% |
| 6M | +46.0% | +11.7% | +34.4% | +42.9% |
| YTD | +295.7% | +20.4% | +275.4% | +285.7% |
| 1Y | +1,825.6% | +19.0% | +1,806.6% | +1,778.0% |
| 3Y | +2,630.0% | +130.4% | +2,499.6% | +1,935.2% |
| 5Y | +601.0% | +131.5% | +469.5% | +431.4% |
| All | +601.0% | +132.4% | +468.6% | +431.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling