+370.0%
AXTI vs RF
+46.7%
+323.3%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.4% | +2.2% | +8.2% | +9.0% |
| 7D | -11.0% | -0.1% | -10.8% | -10.6% |
| 30D | -37.3% | +7.0% | -44.4% | -40.0% |
| 3M | -51.6% | -7.0% | -44.5% | -49.5% |
| 6M | -63.1% | +6.8% | -69.9% | -65.9% |
| YTD | +162.4% | +9.9% | +152.5% | +138.6% |
| 1Y | +353.6% | +21.1% | +332.5% | +285.7% |
| 3Y | +1,972.9% | +119.6% | +1,853.3% | +1,142.2% |
| 5Y | +370.0% | +46.2% | +323.8% | +251.7% |
| All | +370.0% | +46.7% | +323.3% | +251.7% |
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