+1,472.1%
AXTI vs TGT
+207.4%
+1,264.7%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.1% | 0.0% | +0.1% |
| 7D | +5.1% | -5.2% | +10.3% | +6.9% |
| 30D | -17.5% | +1.2% | -18.6% | -18.4% |
| 3M | -26.7% | +18.4% | -45.1% | -32.3% |
| 6M | +36.8% | +33.4% | +3.3% | +19.9% |
| YTD | +296.1% | +63.8% | +232.3% | +222.6% |
| 1Y | +1,810.6% | +77.2% | +1,733.5% | +1,410.7% |
| 3Y | +2,587.6% | +41.8% | +2,545.8% | +2,159.5% |
| 5Y | +601.7% | -25.5% | +627.3% | +604.6% |
| All | +1,472.1% | +207.4% | +1,264.7% | +1,104.6% |
Cumulative growth
Daily Returns
Daily percentage return beside TGT.
Daily Out/Under-Performance
Portfolio return minus TGT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TGT 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 TGT 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