+743.4%
AXTI vs TECK
+180.1%
+563.2%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TECK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.8% | -0.7% | -0.3% |
| 7D | +5.1% | -3.8% | +8.9% | +7.5% |
| 30D | -17.5% | +0.7% | -18.2% | -17.7% |
| 3M | -26.7% | +4.6% | -31.3% | -27.6% |
| 6M | +36.8% | +25.1% | +11.6% | +23.0% |
| YTD | +296.1% | +39.2% | +257.0% | +237.0% |
| 1Y | +1,810.6% | +60.3% | +1,750.3% | +1,431.0% |
| 3Y | +2,587.6% | +62.9% | +2,524.7% | +2,057.7% |
| All | +743.4% | +180.1% | +563.2% | +465.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling