+538.1%
AXTI vs PR
+433.6%
+104.5%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.7% | -1.6% | +11.3% | +10.1% |
| 7D | +5.1% | +2.9% | +2.2% | +4.2% |
| 30D | -10.2% | +18.0% | -28.2% | -14.5% |
| 3M | -41.8% | +16.9% | -58.7% | -44.6% |
| 6M | +57.5% | +28.2% | +29.3% | +46.5% |
| YTD | +277.0% | +69.3% | +207.7% | +225.4% |
| 1Y | +1,982.4% | +69.5% | +1,912.9% | +1,689.3% |
| 3Y | +2,234.8% | +81.7% | +2,153.2% | +1,872.1% |
| All | +538.1% | +433.6% | +104.5% | +361.4% |
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