+702.2%
AXTI vs PPL
+65.3%
+636.9%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PPL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.4% | +0.1% | -8.4% | -8.4% |
| 7D | -23.4% | 0.0% | -23.4% | -23.5% |
| 30D | -42.6% | +4.3% | -46.9% | -43.3% |
| 3M | -46.7% | +2.9% | -49.7% | -47.2% |
| 6M | -66.2% | +1.1% | -67.3% | -66.6% |
| YTD | +140.4% | +4.5% | +136.0% | +134.7% |
| 1Y | +276.5% | +0.1% | +276.4% | +271.5% |
| 3Y | +1,885.4% | +55.7% | +1,829.7% | +1,571.6% |
| 5Y | +350.3% | +47.6% | +302.7% | +285.1% |
| 10Y | +702.2% | +66.8% | +635.4% | +474.3% |
| All | +702.2% | +65.3% | +636.9% | +474.3% |
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