+461.4%
AXTI vs S
-56.8%
+518.2%
-89.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | S | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.7% | +0.4% | +9.3% | +9.6% |
| 7D | +5.1% | -7.7% | +12.8% | +7.9% |
| 30D | -10.2% | -5.3% | -4.8% | -9.3% |
| 3M | -41.8% | +20.3% | -62.1% | -45.7% |
| 6M | +57.5% | +47.4% | +10.2% | +37.2% |
| YTD | +277.0% | +32.5% | +244.5% | +237.0% |
| 1Y | +1,982.4% | +9.5% | +1,972.9% | +1,881.6% |
| 3Y | +2,234.8% | +15.5% | +2,219.3% | +2,057.9% |
| 5Y | +528.3% | -71.2% | +599.5% | +598.3% |
| All | +461.4% | -56.8% | +518.2% | +491.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling