+652.8%
AXTI vs TPR
+230.0%
+422.9%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TPR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.8% | -3.7% | +16.6% | +14.9% |
| 7D | +24.0% | -3.4% | +27.3% | +26.0% |
| 30D | -21.5% | -27.3% | +5.8% | -8.3% |
| 3M | -23.4% | -16.2% | -7.1% | -18.2% |
| 6M | +114.9% | -17.9% | +132.8% | +126.9% |
| YTD | +325.4% | -7.1% | +332.6% | +324.7% |
| 1Y | +2,136.7% | +13.6% | +2,123.0% | +1,893.4% |
| 3Y | +2,835.0% | +293.7% | +2,541.3% | +1,201.0% |
| 5Y | +652.8% | +239.1% | +413.7% | +260.9% |
| All | +652.8% | +230.0% | +422.9% | +260.9% |
Cumulative growth
Daily Returns
Daily percentage return beside TPR.
Daily Out/Under-Performance
Portfolio return minus TPR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TPR 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 TPR 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