+1,442.9%
AXTI vs PR
+152.6%
+1,290.3%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | +1.9% | +4.0% | +5.6% |
| 7D | -29.4% | -16.4% | -13.0% | -27.0% |
| 30D | -51.3% | -1.9% | -49.4% | -51.0% |
| 3M | -48.3% | +8.0% | -56.2% | -49.1% |
| 6M | -62.9% | +4.1% | -67.0% | -63.3% |
| YTD | +137.8% | +58.7% | +79.1% | +119.6% |
| 1Y | +338.3% | +75.8% | +262.5% | +297.5% |
| 3Y | +1,590.4% | +73.2% | +1,517.3% | +1,439.3% |
| 5Y | +321.7% | +230.1% | +91.6% | +237.0% |
| 10Y | +655.0% | +67.4% | +587.6% | +367.4% |
| All | +1,442.9% | +152.6% | +1,290.3% | +999.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling