+303.9%
AXTI vs PPL
+1,159.9%
-856.1%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PPL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.4% | -0.3% | +10.6% | +10.4% |
| 7D | -11.0% | -1.2% | -9.8% | -10.8% |
| 30D | -37.3% | +4.2% | -41.6% | -38.1% |
| 3M | -51.6% | +1.5% | -53.1% | -51.9% |
| 6M | -63.1% | +1.0% | -64.2% | -63.5% |
| YTD | +162.4% | +4.4% | +158.1% | +156.6% |
| 1Y | +353.6% | +0.8% | +352.8% | +347.0% |
| 3Y | +1,972.9% | +56.5% | +1,916.5% | +1,708.2% |
| 5Y | +370.0% | +47.7% | +322.3% | +315.2% |
| 10Y | +749.7% | +64.4% | +685.3% | +612.2% |
| All | +303.9% | +1,159.9% | -856.1% | +157.7% |
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 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