+325.8%
AXTI vs PR
+222.5%
+103.3%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | +1.9% | +4.0% | +5.3% |
| 7D | -29.4% | -16.4% | -13.0% | -25.3% |
| 30D | -51.3% | -1.9% | -49.4% | -50.8% |
| 3M | -48.3% | +8.0% | -56.2% | -49.7% |
| 6M | -62.9% | +4.1% | -67.0% | -63.6% |
| YTD | +137.8% | +58.7% | +79.1% | +107.0% |
| 1Y | +338.3% | +75.8% | +262.5% | +269.2% |
| 3Y | +1,590.4% | +73.2% | +1,517.3% | +1,335.9% |
| All | +325.8% | +222.5% | +103.3% | +205.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling