+1,982.4%
AXTI vs VALE
+60.7%
+1,921.7%
-73.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VALE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.7% | -0.3% | +9.9% | +10.0% |
| 7D | +5.1% | +1.6% | +3.5% | +3.1% |
| 30D | -10.2% | +5.1% | -15.3% | -16.0% |
| 3M | -41.8% | -0.4% | -41.4% | -40.9% |
| 6M | +57.5% | -2.2% | +59.7% | +60.6% |
| YTD | +277.0% | +20.5% | +256.5% | +167.5% |
| 1Y | +1,982.4% | +61.2% | +1,921.3% | +718.4% |
| All | +1,982.4% | +60.7% | +1,921.7% | +718.4% |
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