+489.9%
AXTI vs S
-57.1%
+547.0%
-89.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | S | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.3% | +0.4% | +0.2% |
| 7D | +5.1% | -0.7% | +5.7% | +5.2% |
| 30D | -17.5% | -11.4% | -6.0% | -14.8% |
| 3M | -26.7% | +33.8% | -60.5% | -34.1% |
| 6M | +36.8% | +39.5% | -2.7% | +21.2% |
| YTD | +296.1% | +31.7% | +264.5% | +254.4% |
| 1Y | +1,810.6% | +7.0% | +1,803.6% | +1,728.9% |
| 3Y | +2,587.6% | +11.8% | +2,575.8% | +2,404.1% |
| 5Y | +601.7% | -69.0% | +670.8% | +673.8% |
| All | +489.9% | -57.1% | +547.0% | +521.5% |
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