+762.7%
AXTI vs PTC
+312.5%
+450.2%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -0.1% | -3.8% | -3.8% |
| 7D | +7.6% | +0.5% | +7.1% | +7.3% |
| 30D | -32.1% | +1.2% | -33.3% | -32.4% |
| 3M | -46.0% | +27.4% | -73.3% | -54.8% |
| 6M | -65.7% | +39.2% | -104.9% | -73.7% |
| YTD | +155.9% | +12.5% | +143.4% | +121.7% |
| 1Y | +300.8% | +12.3% | +288.5% | +248.3% |
| 3Y | +1,981.6% | +28.8% | +1,952.8% | +1,598.9% |
| 5Y | +359.3% | +60.9% | +298.4% | +224.0% |
| All | +762.7% | +312.5% | +450.2% | +235.2% |
Cumulative growth
Daily Returns
Daily percentage return beside PTC.
Daily Out/Under-Performance
Portfolio return minus PTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PTC 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 10y: compounded portfolio wealth divided by compounded PTC 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…
10y analysis · Full analysis span regression · 6 months rolling