+743.4%
AXTI vs VALE
+40.3%
+703.1%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VALE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.3% | +0.4% | +0.3% |
| 7D | +5.1% | -0.3% | +5.3% | +5.4% |
| 30D | -17.5% | +8.6% | -26.1% | -21.0% |
| 3M | -26.7% | +2.0% | -28.7% | -27.0% |
| 6M | +36.8% | +2.1% | +34.6% | +36.4% |
| YTD | +296.1% | +20.2% | +275.9% | +268.6% |
| 1Y | +1,810.6% | +55.2% | +1,755.5% | +1,511.0% |
| 3Y | +2,587.6% | +45.9% | +2,541.7% | +2,190.9% |
| All | +743.4% | +40.3% | +703.1% | +699.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling