+1,513.9%
AXTI vs PR
+101.2%
+1,412.7%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.8% | +1.2% | +11.6% | +12.6% |
| 7D | +24.0% | -0.6% | +24.6% | +24.1% |
| 30D | -21.5% | +17.4% | -38.8% | -23.7% |
| 3M | -23.4% | +21.8% | -45.1% | -26.2% |
| 6M | +114.9% | +27.6% | +87.3% | +105.7% |
| YTD | +325.4% | +71.4% | +254.0% | +287.4% |
| 1Y | +2,136.7% | +78.3% | +2,058.3% | +1,920.1% |
| 3Y | +2,835.0% | +85.5% | +2,749.5% | +2,531.6% |
| 5Y | +652.8% | +422.7% | +230.2% | +458.2% |
| 10Y | +1,513.9% | +87.1% | +1,426.8% | +846.0% |
| All | +1,513.9% | +101.2% | +1,412.7% | +846.0% |
Cumulative growth
Daily Returns
Daily percentage return beside PR.
Daily Out/Under-Performance
Portfolio return minus PR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PR 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 PR 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