+1,560.5%
AXTI vs RF
+334.5%
+1,226.0%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.6% | -0.3% | -0.6% |
| 7D | +21.0% | -0.1% | +21.1% | +21.0% |
| 30D | -6.6% | -4.0% | -2.6% | -4.5% |
| 3M | -12.1% | +5.6% | -17.6% | -16.0% |
| 6M | +78.7% | +13.1% | +65.6% | +61.9% |
| YTD | +321.5% | +13.6% | +307.9% | +284.1% |
| 1Y | +2,166.8% | +16.0% | +2,150.8% | +1,944.2% |
| 3Y | +2,807.6% | +90.2% | +2,717.4% | +1,901.2% |
| 5Y | +651.5% | +87.0% | +564.5% | +408.1% |
| 10Y | +1,560.5% | +338.5% | +1,222.0% | +699.2% |
| All | +1,560.5% | +334.5% | +1,226.0% | +699.2% |
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