+1,022.3%
AXTI vs PSX
+1,167.1%
-144.8%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.6% | -1.6% | -1.2% |
| 7D | +21.0% | +1.8% | +19.2% | +20.2% |
| 30D | -6.6% | +21.6% | -28.3% | -14.0% |
| 3M | -12.1% | +46.5% | -58.5% | -26.0% |
| 6M | +78.7% | +62.0% | +16.7% | +44.2% |
| YTD | +321.5% | +106.3% | +215.1% | +205.7% |
| 1Y | +2,166.8% | +103.0% | +2,063.8% | +1,555.4% |
| 3Y | +2,807.6% | +135.5% | +2,672.1% | +1,888.6% |
| 5Y | +651.5% | +368.5% | +283.0% | +271.7% |
| 10Y | +1,560.5% | +386.6% | +1,173.9% | +667.1% |
| All | +1,022.3% | +1,167.1% | -144.8% | +232.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling