+1,472.1%
AXTI vs TRGP
+863.3%
+608.8%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.6% | +0.7% | +0.3% |
| 7D | +5.1% | +0.1% | +5.0% | +5.1% |
| 30D | -17.5% | +8.0% | -25.5% | -20.0% |
| 3M | -26.7% | +8.3% | -34.9% | -29.5% |
| 6M | +36.8% | +23.9% | +12.9% | +26.0% |
| YTD | +296.1% | +59.6% | +236.5% | +234.0% |
| 1Y | +1,810.6% | +79.4% | +1,731.2% | +1,444.7% |
| 3Y | +2,587.6% | +269.4% | +2,318.1% | +1,594.4% |
| 5Y | +601.7% | +641.6% | -39.9% | +246.3% |
| All | +1,472.1% | +863.3% | +608.8% | +456.8% |
Cumulative growth
Daily Returns
Daily percentage return beside TRGP.
Daily Out/Under-Performance
Portfolio return minus TRGP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRGP 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 TRGP 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