+293.8%
AXTI vs ROL
+4,670.6%
-4,376.8%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ROL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +2.6% | -6.5% | -4.8% |
| 7D | +7.6% | +3.0% | +4.6% | +6.6% |
| 30D | -32.1% | +19.8% | -51.8% | -36.8% |
| 3M | -46.0% | +7.9% | -53.9% | -48.5% |
| 6M | -65.7% | -25.6% | -40.0% | -63.0% |
| YTD | +155.9% | -34.1% | +190.0% | +187.1% |
| 1Y | +300.8% | -31.4% | +332.2% | +340.5% |
| 3Y | +1,981.6% | +4.7% | +1,976.9% | +1,794.2% |
| 5Y | +359.3% | +15.6% | +343.7% | +290.5% |
| 10Y | +780.8% | +220.6% | +560.2% | +375.1% |
| All | +293.8% | +4,670.6% | -4,376.8% | -53.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ROL.
Daily Out/Under-Performance
Portfolio return minus ROL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROL 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 ROL 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