+78.7%
AXTI vs VALE
+7.7%
+71.0%
-73.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | VALE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.8% | -0.2% | -0.1% |
| 7D | +21.0% | -1.8% | +22.8% | +23.5% |
| 30D | -6.6% | +6.7% | -13.3% | -13.0% |
| 3M | -12.1% | +4.9% | -17.0% | -14.7% |
| 6M | +78.7% | +3.6% | +75.1% | +70.3% |
| All | +78.7% | +7.7% | +71.0% | +70.3% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling