+651.5%
AXTI vs REPL
-53.9%
+705.4%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | REPL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.2% | +1.2% | -0.8% |
| 7D | +21.0% | -9.6% | +30.6% | +21.7% |
| 30D | -6.6% | +5.7% | -12.3% | -7.1% |
| 3M | -12.1% | +56.4% | -68.4% | -17.1% |
| 6M | +78.7% | +67.4% | +11.3% | +63.8% |
| YTD | +321.5% | +48.7% | +272.8% | +287.8% |
| 1Y | +2,166.8% | +148.3% | +2,018.5% | +1,855.6% |
| 3Y | +2,807.6% | -26.7% | +2,834.3% | +2,294.0% |
| 5Y | +651.5% | -54.1% | +705.6% | +577.4% |
| All | +651.5% | -53.9% | +705.4% | +577.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling