+743.4%
AXTI vs PNR
-21.7%
+765.1%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.3% | +0.4% | +0.3% |
| 7D | +5.1% | -6.0% | +11.1% | +9.0% |
| 30D | -17.5% | -14.0% | -3.5% | -10.1% |
| 3M | -26.7% | -21.7% | -5.0% | -17.2% |
| 6M | +36.8% | -37.3% | +74.0% | +79.8% |
| YTD | +296.1% | -45.1% | +341.3% | +476.2% |
| 1Y | +1,810.6% | -49.1% | +1,859.8% | +2,842.7% |
| 3Y | +2,587.6% | -14.8% | +2,602.4% | +2,688.5% |
| All | +743.4% | -21.7% | +765.1% | +790.8% |
Cumulative growth
Daily Returns
Daily percentage return beside PNR.
Daily Out/Under-Performance
Portfolio return minus PNR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PNR 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 PNR 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