+743.4%
AXTI vs TRMB
-39.0%
+782.3%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.4% | -1.3% | -0.8% |
| 7D | +5.1% | -3.0% | +8.1% | +7.1% |
| 30D | -17.5% | +2.3% | -19.8% | -19.7% |
| 3M | -26.7% | +15.3% | -42.0% | -36.7% |
| 6M | +36.8% | -14.7% | +51.5% | +48.1% |
| YTD | +296.1% | -26.4% | +322.6% | +375.6% |
| 1Y | +1,810.6% | -30.4% | +1,841.0% | +2,308.4% |
| 3Y | +2,587.6% | +13.5% | +2,574.0% | +2,239.4% |
| All | +743.4% | -39.0% | +782.3% | +1,012.7% |
Cumulative growth
Daily Returns
Daily percentage return beside TRMB.
Daily Out/Under-Performance
Portfolio return minus TRMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRMB 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 TRMB 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