+702.2%
AXTI vs RF
+248.4%
+453.9%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.4% | -0.8% | -7.6% | -7.9% |
| 7D | -23.4% | +0.3% | -23.8% | -23.3% |
| 30D | -42.6% | +6.2% | -48.8% | -44.6% |
| 3M | -46.7% | -7.8% | -38.9% | -44.5% |
| 6M | -66.2% | +5.9% | -72.1% | -68.2% |
| YTD | +140.4% | +9.0% | +131.4% | +123.0% |
| 1Y | +276.5% | +19.3% | +257.3% | +231.3% |
| 3Y | +1,885.4% | +116.4% | +1,768.9% | +1,173.8% |
| 5Y | +350.3% | +46.0% | +304.2% | +246.4% |
| 10Y | +702.2% | +239.8% | +462.5% | +354.4% |
| All | +702.2% | +248.4% | +453.9% | +354.4% |
Cumulative growth
Daily Returns
Daily percentage return beside RF.
Daily Out/Under-Performance
Portfolio return minus RF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RF 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 RF 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