+743.4%
AXTI vs POET
-6.5%
+749.8%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +4.6% | -4.5% | -0.8% |
| 7D | +5.1% | +0.4% | +4.7% | +5.1% |
| 30D | -17.5% | -10.4% | -7.1% | -15.3% |
| 3M | -26.7% | -29.3% | +2.7% | -20.7% |
| 6M | +36.8% | +6.9% | +29.9% | +28.9% |
| YTD | +296.1% | +25.6% | +270.6% | +267.3% |
| 1Y | +1,810.6% | +49.2% | +1,761.5% | +1,628.1% |
| 3Y | +2,587.6% | +128.4% | +2,459.1% | +2,018.2% |
| All | +743.4% | -6.5% | +749.8% | +596.3% |
Cumulative growth
Daily Returns
Daily percentage return beside POET.
Daily Out/Under-Performance
Portfolio return minus POET return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × POET 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 POET 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