+652.8%
AXTI vs RACE
+92.4%
+560.4%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.8% | -1.0% | +13.8% | +13.3% |
| 7D | +24.0% | -1.0% | +25.0% | +24.4% |
| 30D | -21.5% | -1.5% | -19.9% | -21.0% |
| 3M | -23.4% | +15.5% | -38.8% | -29.1% |
| 6M | +114.9% | +17.3% | +97.6% | +95.8% |
| YTD | +325.4% | +11.1% | +314.3% | +294.5% |
| 1Y | +2,136.7% | -14.3% | +2,150.9% | +2,268.4% |
| 3Y | +2,835.0% | +40.2% | +2,794.9% | +1,908.9% |
| 5Y | +652.8% | +92.6% | +560.3% | +301.2% |
| All | +652.8% | +92.4% | +560.4% | +301.2% |
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