+2,587.6%
AXTI vs TRI
-18.9%
+2,606.5%
-78.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.7% | -1.6% | +0.7% |
| 7D | +5.1% | -7.9% | +13.0% | +2.6% |
| 30D | -17.5% | -4.5% | -13.0% | -17.9% |
| 3M | -26.7% | +22.1% | -48.8% | -25.2% |
| 6M | +36.8% | -2.8% | +39.5% | +44.4% |
| YTD | +296.1% | -23.4% | +319.6% | +313.7% |
| 1Y | +1,810.6% | -41.5% | +1,852.1% | +2,039.0% |
| 3Y | +2,587.6% | -19.2% | +2,606.8% | +2,456.0% |
| All | +2,587.6% | -18.9% | +2,606.5% | +2,456.0% |
Cumulative growth
Daily Returns
Daily percentage return beside TRI.
Daily Out/Under-Performance
Portfolio return minus TRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRI 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 3y: compounded portfolio wealth divided by compounded TRI 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…
3y analysis · Full analysis span regression · 6 months rolling