+480.1%
AXTI vs RF
+127.7%
+352.4%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.7% | -0.1% | +9.7% | +9.7% |
| 7D | +5.1% | +1.3% | +3.8% | +4.8% |
| 30D | -10.2% | -3.6% | -6.5% | -9.3% |
| 3M | -41.8% | +8.1% | -49.9% | -43.4% |
| 6M | +57.5% | +11.5% | +46.1% | +51.6% |
| YTD | +277.0% | +15.6% | +261.4% | +260.5% |
| 1Y | +1,982.4% | +15.7% | +1,966.8% | +1,893.1% |
| 3Y | +2,234.8% | +86.9% | +2,148.0% | +1,896.8% |
| 5Y | +528.3% | +89.8% | +438.5% | +433.3% |
| 10Y | +1,310.5% | +344.7% | +965.8% | +886.8% |
| All | +480.1% | +127.7% | +352.4% | +341.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling