+762.7%
AXTI vs PPL
+67.2%
+695.5%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PPL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +1.3% | -5.2% | -4.2% |
| 7D | +7.6% | -0.4% | +8.0% | +7.6% |
| 30D | -32.1% | +2.6% | -34.7% | -32.7% |
| 3M | -46.0% | +0.8% | -46.8% | -46.3% |
| 6M | -65.7% | +1.4% | -67.1% | -66.1% |
| YTD | +155.9% | +4.3% | +151.6% | +149.8% |
| 1Y | +300.8% | +0.8% | +300.0% | +294.5% |
| 3Y | +1,981.6% | +57.9% | +1,923.7% | +1,642.9% |
| 5Y | +359.3% | +48.3% | +311.0% | +291.9% |
| All | +762.7% | +67.2% | +695.5% | +509.2% |
Cumulative growth
Daily Returns
Daily percentage return beside PPL.
Daily Out/Under-Performance
Portfolio return minus PPL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PPL 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 10y: compounded portfolio wealth divided by compounded PPL 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…
10y analysis · Full analysis span regression · 6 months rolling