+356.3%
AXTI vs S
-71.1%
+427.4%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | S | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -0.4% | -3.5% | -3.8% |
| 7D | +7.6% | +2.0% | +5.6% | +7.2% |
| 30D | -32.1% | -2.7% | -29.3% | -30.4% |
| 3M | -46.0% | -6.9% | -39.1% | -44.8% |
| 6M | -65.7% | +38.1% | -103.7% | -69.5% |
| YTD | +155.9% | +48.0% | +107.9% | +119.2% |
| 1Y | +300.8% | +34.5% | +266.3% | +253.6% |
| 3Y | +1,981.6% | +38.3% | +1,943.3% | +1,715.5% |
| All | +356.3% | -71.1% | +427.4% | +435.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling