+2,627.4%
AXTI vs RACE
+647.6%
+1,979.8%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.7% | -1.9% | +11.6% | +10.6% |
| 7D | +5.1% | -2.5% | +7.7% | +6.4% |
| 30D | -10.2% | +0.8% | -10.9% | -10.5% |
| 3M | -41.8% | +17.2% | -59.0% | -46.6% |
| 6M | +57.5% | +13.6% | +43.9% | +45.8% |
| YTD | +277.0% | +12.2% | +264.8% | +246.7% |
| 1Y | +1,982.4% | -16.3% | +1,998.7% | +2,095.5% |
| 3Y | +2,234.8% | +36.4% | +2,198.4% | +1,717.5% |
| 5Y | +528.3% | +95.0% | +433.4% | +301.6% |
| 10Y | +1,310.5% | +813.2% | +497.3% | +461.5% |
| All | +2,627.4% | +647.6% | +1,979.8% | +930.3% |
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