+652.8%
AXTI vs RF
+89.9%
+562.9%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.8% | -1.2% | +14.0% | +13.6% |
| 7D | +24.0% | +2.7% | +21.3% | +21.8% |
| 30D | -21.5% | -3.4% | -18.1% | -19.8% |
| 3M | -23.4% | +6.4% | -29.7% | -27.7% |
| 6M | +114.9% | +13.4% | +101.5% | +91.3% |
| YTD | +325.4% | +14.2% | +311.2% | +280.8% |
| 1Y | +2,136.7% | +15.7% | +2,121.0% | +1,886.4% |
| 3Y | +2,835.0% | +91.3% | +2,743.7% | +1,822.5% |
| 5Y | +652.8% | +89.8% | +563.1% | +411.1% |
| All | +652.8% | +89.9% | +562.9% | +411.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling