+508.9%
AXTI vs TROW
+1,146.9%
-637.9%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | -0.2% | -5.9% | -6.0% |
| 7D | +15.1% | -3.0% | +18.1% | +16.7% |
| 30D | -12.3% | -5.5% | -6.9% | -10.1% |
| 3M | -24.1% | +2.3% | -26.4% | -25.7% |
| 6M | +46.0% | +23.9% | +22.1% | +31.0% |
| YTD | +295.7% | +7.9% | +287.8% | +280.5% |
| 1Y | +1,825.6% | +6.1% | +1,819.5% | +1,773.6% |
| 3Y | +2,630.0% | +13.8% | +2,616.1% | +2,514.7% |
| 5Y | +601.0% | -38.2% | +639.2% | +769.5% |
| 10Y | +1,459.0% | +131.3% | +1,327.8% | +998.6% |
| All | +508.9% | +1,146.9% | -637.9% | +30.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling