+1,472.1%
AXTI vs VALE
+526.3%
+945.7%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VALE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.3% | +0.4% | +0.3% |
| 7D | +5.1% | -0.3% | +5.3% | +5.3% |
| 30D | -17.5% | +8.6% | -26.1% | -20.5% |
| 3M | -26.7% | +2.0% | -28.7% | -26.9% |
| 6M | +36.8% | +2.1% | +34.6% | +36.6% |
| YTD | +296.1% | +20.2% | +275.9% | +270.5% |
| 1Y | +1,810.6% | +55.2% | +1,755.5% | +1,522.7% |
| 3Y | +2,587.6% | +45.9% | +2,541.7% | +2,223.0% |
| 5Y | +601.7% | +41.4% | +560.3% | +484.5% |
| All | +1,472.1% | +526.3% | +945.7% | +811.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling