+2,924.3%
AXTI vs VG
-38.0%
+2,962.4%
-73.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.8% | +2.1% | +10.7% | +12.5% |
| 7D | +24.0% | -2.5% | +26.5% | +24.5% |
| 30D | -21.5% | +11.1% | -32.6% | -23.2% |
| 3M | -23.4% | +14.9% | -38.3% | -26.0% |
| 6M | +114.9% | +18.4% | +96.5% | +99.2% |
| YTD | +325.4% | +116.6% | +208.9% | +230.4% |
| 1Y | +2,136.7% | +9.4% | +2,127.3% | +1,995.9% |
| All | +2,924.3% | -38.0% | +2,962.4% | +2,946.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VG.
Daily Out/Under-Performance
Portfolio return minus VG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VG 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 VG 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