+480.1%
AXTI vs PPL
+1,128.9%
-648.8%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PPL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.7% | 0.0% | +9.7% | +9.7% |
| 7D | +5.1% | +2.7% | +2.5% | +4.5% |
| 30D | -10.2% | +0.5% | -10.6% | -10.1% |
| 3M | -41.8% | +0.7% | -42.5% | -42.2% |
| 6M | +57.5% | -7.6% | +65.1% | +59.1% |
| YTD | +277.0% | +1.8% | +275.2% | +272.0% |
| 1Y | +1,982.4% | -0.8% | +1,983.2% | +1,961.3% |
| 3Y | +2,234.8% | +56.9% | +2,178.0% | +1,937.2% |
| 5Y | +528.3% | +39.5% | +488.8% | +463.7% |
| 10Y | +1,310.5% | +55.4% | +1,255.1% | +1,100.1% |
| All | +480.1% | +1,128.9% | -648.8% | +273.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling