+281.1%
AXTI vs S
-51.7%
+332.8%
-89.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | S | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -0.4% | -3.5% | -3.8% |
| 7D | +7.6% | +2.0% | +5.6% | +7.3% |
| 30D | -32.1% | -2.7% | -29.3% | -30.5% |
| 3M | -46.0% | -6.9% | -39.1% | -44.9% |
| 6M | -65.7% | +38.1% | -103.7% | -69.2% |
| YTD | +155.9% | +48.0% | +107.9% | +121.3% |
| 1Y | +300.8% | +34.5% | +266.3% | +256.5% |
| 3Y | +1,981.6% | +38.3% | +1,943.3% | +1,734.1% |
| 5Y | +359.3% | -70.9% | +430.2% | +407.4% |
| All | +281.1% | -51.7% | +332.8% | +288.2% |
Cumulative growth
Daily Returns
Daily percentage return beside S.
Daily Out/Under-Performance
Portfolio return minus S return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × S 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 S 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