+1,472.1%
AXTI vs ROP
+135.6%
+1,336.4%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ROP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | 0.0% | +0.1% | +0.1% |
| 7D | +5.1% | -4.6% | +9.7% | +7.1% |
| 30D | -17.5% | -1.7% | -15.8% | -17.7% |
| 3M | -26.7% | +17.1% | -43.7% | -35.9% |
| 6M | +36.8% | +10.9% | +25.9% | +21.7% |
| YTD | +296.1% | -12.1% | +308.2% | +304.1% |
| 1Y | +1,810.6% | -24.2% | +1,834.9% | +2,040.8% |
| 3Y | +2,587.6% | -20.4% | +2,607.9% | +2,807.4% |
| 5Y | +601.7% | -15.4% | +617.1% | +616.6% |
| All | +1,472.1% | +135.6% | +1,336.4% | +719.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ROP.
Daily Out/Under-Performance
Portfolio return minus ROP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROP 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 10y: compounded portfolio wealth divided by compounded ROP 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…
10y analysis · Full analysis span regression · 6 months rolling