+1,826.5%
AXTI vs RACE
+639.5%
+1,187.1%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.3% | -2.5% | -4.8% | -6.1% |
| 7D | +18.6% | -4.0% | +22.6% | +21.0% |
| 30D | -32.6% | +3.5% | -36.2% | -33.8% |
| 3M | -44.5% | -0.4% | -44.1% | -44.4% |
| 6M | -64.6% | +23.2% | -87.7% | -68.3% |
| YTD | +166.3% | +11.0% | +155.3% | +146.4% |
| 1Y | +296.5% | -2.2% | +298.8% | +290.3% |
| 3Y | +2,099.0% | +22.5% | +2,076.5% | +1,720.3% |
| 5Y | +377.9% | +63.2% | +314.8% | +233.6% |
| 10Y | +816.6% | +704.3% | +112.3% | +276.1% |
| All | +1,826.5% | +639.5% | +1,187.1% | +632.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling