+2,587.6%
AXTI vs TRV
+146.6%
+2,441.0%
-78.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +2.1% | -2.0% | +0.7% |
| 7D | +5.1% | +1.9% | +3.1% | +5.7% |
| 30D | -17.5% | +1.7% | -19.2% | -16.9% |
| 3M | -26.7% | +23.9% | -50.6% | -24.3% |
| 6M | +36.8% | +26.3% | +10.5% | +41.5% |
| YTD | +296.1% | +30.8% | +265.3% | +308.5% |
| 1Y | +1,810.6% | +36.3% | +1,774.3% | +1,855.2% |
| 3Y | +2,587.6% | +145.0% | +2,442.5% | +3,176.1% |
| All | +2,587.6% | +146.6% | +2,441.0% | +3,176.1% |
Cumulative growth
Daily Returns
Daily percentage return beside TRV.
Daily Out/Under-Performance
Portfolio return minus TRV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRV 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 TRV 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