+365.9%
AXTI vs REPL
+36.8%
+329.1%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | REPL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -0.4% | -3.5% | -3.9% |
| 7D | +7.6% | +1.2% | +6.4% | +7.3% |
| 30D | -32.1% | +92.2% | -124.3% | -36.3% |
| 3M | -46.0% | +44.1% | -90.1% | -48.2% |
| 6M | -65.7% | +313.0% | -378.7% | -71.5% |
| YTD | +155.9% | +125.2% | +30.7% | +109.3% |
| 1Y | +300.8% | +143.8% | +157.0% | +224.8% |
| 3Y | +1,981.6% | +104.2% | +1,877.4% | +1,133.6% |
| 5Y | +359.3% | -34.5% | +393.8% | +224.6% |
| All | +365.9% | +36.8% | +329.1% | +143.4% |
Cumulative growth
Daily Returns
Daily percentage return beside REPL.
Daily Out/Under-Performance
Portfolio return minus REPL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × REPL 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 10y: compounded portfolio wealth divided by compounded REPL 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…
10y analysis · Full analysis span regression · 6 months rolling