+508.9%
AXTI vs PNR
+536.2%
-27.3%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | -1.4% | -4.7% | -5.4% |
| 7D | +15.1% | -5.5% | +20.6% | +18.2% |
| 30D | -12.3% | -15.6% | +3.3% | -5.4% |
| 3M | -24.1% | -20.2% | -3.9% | -17.4% |
| 6M | +46.0% | -36.6% | +82.7% | +76.5% |
| YTD | +295.7% | -45.0% | +340.7% | +413.0% |
| 1Y | +1,825.6% | -47.4% | +1,873.0% | +2,447.6% |
| 3Y | +2,630.0% | -13.7% | +2,643.7% | +2,775.3% |
| 5Y | +601.0% | -20.8% | +621.8% | +662.5% |
| 10Y | +1,459.0% | +65.2% | +1,393.9% | +1,075.0% |
| All | +508.9% | +536.2% | -27.3% | +61.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling