+1,810.6%
AXTI vs TROW
+4.9%
+1,805.7%
-73.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.2% | +1.3% | +1.0% |
| 7D | +5.1% | -3.2% | +8.3% | +7.6% |
| 30D | -17.5% | -4.6% | -12.9% | -14.6% |
| 3M | -26.7% | -0.7% | -26.0% | -31.8% |
| 6M | +36.8% | +22.2% | +14.6% | -5.4% |
| YTD | +296.1% | +6.6% | +289.5% | +229.0% |
| 1Y | +1,810.6% | +5.8% | +1,804.8% | +1,636.9% |
| All | +1,810.6% | +4.9% | +1,805.7% | +1,636.9% |
Cumulative growth
Daily Returns
Daily percentage return beside TROW.
Daily Out/Under-Performance
Portfolio return minus TROW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TROW 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 1y: compounded portfolio wealth divided by compounded TROW 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…
1y analysis · Full analysis span regression · 6 months rolling