+350.3%
AXTI vs RACE
+69.7%
+280.6%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.4% | -0.8% | -7.6% | -8.0% |
| 7D | -23.4% | +0.2% | -23.6% | -23.4% |
| 30D | -42.6% | +6.6% | -49.2% | -44.3% |
| 3M | -46.7% | +2.2% | -48.9% | -47.3% |
| 6M | -66.2% | +22.4% | -88.6% | -69.6% |
| YTD | +140.4% | +13.8% | +126.6% | +121.0% |
| 1Y | +276.5% | +2.2% | +274.3% | +266.3% |
| 3Y | +1,885.4% | +25.6% | +1,859.7% | +1,410.1% |
| 5Y | +350.3% | +71.0% | +279.3% | +162.4% |
| All | +350.3% | +69.7% | +280.6% | +162.4% |
Cumulative growth
Daily Returns
Daily percentage return beside RACE.
Daily Out/Under-Performance
Portfolio return minus RACE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RACE 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 RACE 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