+1,560.5%
AXTI vs PPL
+52.7%
+1,507.8%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PPL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.5% | +0.6% | -0.6% |
| 7D | +21.0% | 0.0% | +21.0% | +21.0% |
| 30D | -6.6% | -1.3% | -5.4% | -6.4% |
| 3M | -12.1% | -2.6% | -9.5% | -11.9% |
| 6M | +78.7% | -8.4% | +87.1% | +81.1% |
| YTD | +321.5% | +0.2% | +321.3% | +316.5% |
| 1Y | +2,166.8% | -0.2% | +2,167.0% | +2,135.1% |
| 3Y | +2,807.6% | +52.9% | +2,754.7% | +2,361.4% |
| 5Y | +651.5% | +36.8% | +614.6% | +558.3% |
| 10Y | +1,560.5% | +57.6% | +1,502.9% | +1,234.1% |
| All | +1,560.5% | +52.7% | +1,507.8% | +1,234.1% |
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