+2,587.6%
AXTI vs SHAK
-2.6%
+2,590.2%
-78.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SHAK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +3.2% | -3.1% | -0.9% |
| 7D | +5.1% | -8.3% | +13.4% | +7.8% |
| 30D | -17.5% | -12.6% | -4.8% | -13.9% |
| 3M | -26.7% | +9.1% | -35.8% | -30.4% |
| 6M | +36.8% | -31.2% | +68.0% | +47.4% |
| YTD | +296.1% | -21.6% | +317.7% | +303.9% |
| 1Y | +1,810.6% | -38.8% | +1,849.4% | +2,077.7% |
| 3Y | +2,587.6% | +0.6% | +2,586.9% | +2,419.9% |
| All | +2,587.6% | -2.6% | +2,590.2% | +2,419.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SHAK.
Daily Out/Under-Performance
Portfolio return minus SHAK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SHAK 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 3y: compounded portfolio wealth divided by compounded SHAK 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…
3y analysis · Full analysis span regression · 6 months rolling