+1,472.1%
AXTI vs TECK
+377.7%
+1,094.4%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TECK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.8% | -0.7% | -0.3% |
| 7D | +5.1% | -3.8% | +8.9% | +7.1% |
| 30D | -17.5% | +0.7% | -18.2% | -17.6% |
| 3M | -26.7% | +4.6% | -31.3% | -27.3% |
| 6M | +36.8% | +25.1% | +11.6% | +25.1% |
| YTD | +296.1% | +39.2% | +257.0% | +245.3% |
| 1Y | +1,810.6% | +60.3% | +1,750.3% | +1,480.2% |
| 3Y | +2,587.6% | +62.9% | +2,524.7% | +2,109.7% |
| 5Y | +601.7% | +181.5% | +420.3% | +339.5% |
| All | +1,472.1% | +377.7% | +1,094.4% | +686.0% |
Cumulative growth
Daily Returns
Daily percentage return beside TECK.
Daily Out/Under-Performance
Portfolio return minus TECK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TECK 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 TECK 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