+554.7%
AXTI vs ROL
+4,166.3%
-3,611.6%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ROL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.8% | -2.5% | +15.4% | +13.8% |
| 7D | +24.0% | -3.4% | +27.4% | +25.4% |
| 30D | -21.5% | -6.9% | -14.5% | -19.7% |
| 3M | -23.4% | -24.6% | +1.2% | -16.5% |
| 6M | +114.9% | -39.5% | +154.4% | +152.8% |
| YTD | +325.4% | -41.1% | +366.6% | +405.2% |
| 1Y | +2,136.7% | -37.9% | +2,174.6% | +2,471.2% |
| 3Y | +2,835.0% | +0.8% | +2,834.2% | +2,632.1% |
| 5Y | +652.8% | -4.7% | +657.5% | +597.9% |
| 10Y | +1,513.9% | +207.9% | +1,306.0% | +793.6% |
| All | +554.7% | +4,166.3% | -3,611.6% | -17.4% |
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