+651.5%
AXTI vs PTC
-0.9%
+652.4%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -3.3% | +2.3% | +0.9% |
| 7D | +21.0% | -13.6% | +34.6% | +30.0% |
| 30D | -6.6% | -14.7% | +8.0% | +0.1% |
| 3M | -12.1% | -5.9% | -6.2% | -14.2% |
| 6M | +78.7% | -21.1% | +99.8% | +96.2% |
| YTD | +321.5% | -26.0% | +347.5% | +385.7% |
| 1Y | +2,166.8% | -36.8% | +2,203.6% | +2,867.0% |
| 3Y | +2,807.6% | -10.3% | +2,817.9% | +2,902.5% |
| 5Y | +651.5% | +1.2% | +650.3% | +620.9% |
| All | +651.5% | -0.9% | +652.4% | +620.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling