+509.6%
AXTI vs TRV
+1,616.7%
-1,107.1%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +2.1% | -2.0% | -0.4% |
| 7D | +5.1% | +1.9% | +3.1% | +4.6% |
| 30D | -17.5% | +1.7% | -19.2% | -18.0% |
| 3M | -26.7% | +23.9% | -50.6% | -31.2% |
| 6M | +36.8% | +26.3% | +10.5% | +26.8% |
| YTD | +296.1% | +30.8% | +265.3% | +262.9% |
| 1Y | +1,810.6% | +36.3% | +1,774.3% | +1,628.9% |
| 3Y | +2,587.6% | +145.0% | +2,442.5% | +1,952.8% |
| 5Y | +601.7% | +163.9% | +437.9% | +419.2% |
| 10Y | +1,460.7% | +305.8% | +1,154.9% | +915.4% |
| All | +509.6% | +1,616.7% | -1,107.1% | +208.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling