+2,587.6%
AXTI vs TROW
+11.3%
+2,576.2%
-78.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.2% | +1.3% | +1.1% |
| 7D | +5.1% | -3.2% | +8.3% | +8.1% |
| 30D | -17.5% | -4.6% | -12.9% | -14.1% |
| 3M | -26.7% | -0.7% | -26.0% | -28.9% |
| 6M | +36.8% | +22.2% | +14.6% | +7.3% |
| YTD | +296.1% | +6.6% | +289.5% | +257.5% |
| 1Y | +1,810.6% | +5.8% | +1,804.8% | +1,647.6% |
| 3Y | +2,587.6% | +11.6% | +2,575.9% | +2,300.6% |
| All | +2,587.6% | +11.3% | +2,576.2% | +2,300.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling