+1,415.5%
AXTI vs PM
+762.9%
+652.6%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.8% | +1.2% | +11.6% | +12.5% |
| 7D | +24.0% | -1.3% | +25.3% | +24.4% |
| 30D | -21.5% | -2.6% | -18.9% | -21.1% |
| 3M | -23.4% | +5.8% | -29.2% | -26.4% |
| 6M | +114.9% | +10.6% | +104.3% | +103.0% |
| YTD | +325.4% | +17.2% | +308.3% | +293.0% |
| 1Y | +2,136.7% | +17.6% | +2,119.0% | +1,937.7% |
| 3Y | +2,835.0% | +124.3% | +2,710.8% | +1,915.1% |
| 5Y | +652.8% | +125.1% | +527.7% | +408.9% |
| 10Y | +1,513.9% | +198.6% | +1,315.3% | +841.5% |
| All | +1,415.5% | +762.9% | +652.6% | +542.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling