+2,489.9%
AXTI vs PPL
+58.0%
+2,431.9%
-78.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PPL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.7% | 0.0% | +9.7% | +9.7% |
| 7D | +5.1% | +2.7% | +2.5% | +6.2% |
| 30D | -10.2% | +0.5% | -10.6% | -10.1% |
| 3M | -41.8% | +0.7% | -42.5% | -41.4% |
| 6M | +57.5% | -7.6% | +65.1% | +55.5% |
| YTD | +277.0% | +1.8% | +275.2% | +281.9% |
| 1Y | +1,982.4% | -0.8% | +1,983.2% | +1,999.0% |
| All | +2,489.9% | +58.0% | +2,431.9% | +2,585.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling