+480.1%
AXTI vs PTC
+65.9%
+414.2%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.7% | -6.0% | +15.7% | +11.5% |
| 7D | +5.1% | -10.3% | +15.4% | +8.3% |
| 30D | -10.2% | +1.1% | -11.3% | -11.1% |
| 3M | -41.8% | +1.6% | -43.5% | -43.6% |
| 6M | +57.5% | -13.5% | +71.0% | +59.8% |
| YTD | +277.0% | -19.1% | +296.1% | +290.4% |
| 1Y | +1,982.4% | -33.9% | +2,016.3% | +2,199.8% |
| 3Y | +2,234.8% | -3.9% | +2,238.8% | +2,241.7% |
| 5Y | +528.3% | +6.0% | +522.3% | +511.6% |
| 10Y | +1,310.5% | +223.7% | +1,086.8% | +915.7% |
| All | +480.1% | +65.9% | +414.2% | +141.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling