+777.9%
AXTI vs TRI
+499.2%
+278.7%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | -1.3% | -4.8% | -5.6% |
| 7D | +15.1% | -14.4% | +29.5% | +21.2% |
| 30D | -12.3% | -8.1% | -4.2% | -11.2% |
| 3M | -24.1% | +17.5% | -41.7% | -35.1% |
| 6M | +46.0% | -5.0% | +51.0% | +34.3% |
| YTD | +295.7% | -24.7% | +320.4% | +301.1% |
| 1Y | +1,825.6% | -41.5% | +1,867.1% | +2,102.4% |
| 3Y | +2,630.0% | -20.3% | +2,650.3% | +2,475.2% |
| 5Y | +601.0% | -10.9% | +611.9% | +515.8% |
| 10Y | +1,459.0% | +190.6% | +1,268.5% | +614.9% |
| All | +777.9% | +499.2% | +278.7% | +126.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling