+6,985.1%
AXTI vs TMF
-68.9%
+7,053.9%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TMF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.7% | +0.4% | +9.3% | +9.7% |
| 7D | +5.1% | -1.4% | +6.6% | +4.9% |
| 30D | -10.2% | -2.8% | -7.3% | -10.4% |
| 3M | -41.8% | -10.9% | -30.9% | -42.6% |
| 6M | +57.5% | -21.3% | +78.8% | +52.9% |
| YTD | +277.0% | -15.9% | +292.9% | +270.4% |
| 1Y | +1,982.4% | -15.7% | +1,998.2% | +1,953.1% |
| 3Y | +2,234.8% | -43.4% | +2,278.2% | +2,131.8% |
| 5Y | +528.3% | -87.8% | +616.1% | +365.7% |
| 10Y | +1,310.5% | -86.7% | +1,397.3% | +1,072.1% |
| All | +6,985.1% | -68.9% | +7,053.9% | +8,516.3% |
Cumulative growth
Daily Returns
Daily percentage return beside TMF.
Daily Out/Under-Performance
Portfolio return minus TMF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TMF 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 TMF 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