+456.7%
AXTI vs VALE
+3.0%
+453.7%
-73.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VALE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.4% | +4.1% | -11.5% | -11.2% |
| 7D | -26.2% | -0.3% | -25.8% | -26.3% |
| 30D | -45.1% | -19.2% | -25.9% | -32.0% |
| 3M | -27.2% | -20.7% | -6.4% | -8.3% |
| 6M | -55.2% | -25.8% | -29.4% | -38.3% |
| YTD | +190.8% | -9.8% | +200.5% | +194.9% |
| 1Y | +456.7% | +3.7% | +453.0% | +344.0% |
| All | +456.7% | +3.0% | +453.7% | +344.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VALE.
Daily Out/Under-Performance
Portfolio return minus VALE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VALE 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 VALE 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