+743.4%
AXTI vs PSX
+362.1%
+381.2%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.4% | -0.3% | 0.0% |
| 7D | +5.1% | +1.7% | +3.4% | +4.5% |
| 30D | -17.5% | +15.6% | -33.1% | -22.1% |
| 3M | -26.7% | +46.5% | -73.1% | -37.8% |
| 6M | +36.8% | +55.0% | -18.2% | +13.2% |
| YTD | +296.1% | +105.3% | +190.9% | +190.1% |
| 1Y | +1,810.6% | +101.6% | +1,709.0% | +1,310.6% |
| 3Y | +2,587.6% | +134.1% | +2,453.4% | +1,785.7% |
| All | +743.4% | +362.1% | +381.2% | +349.3% |
Cumulative growth
Daily Returns
Daily percentage return beside PSX.
Daily Out/Under-Performance
Portfolio return minus PSX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PSX 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 PSX 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