+1,472.1%
AXTI vs XYZ
+610.4%
+861.7%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XYZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.2% | -0.1% | 0.0% |
| 7D | +5.1% | -4.3% | +9.4% | +6.9% |
| 30D | -17.5% | +1.2% | -18.6% | -18.4% |
| 3M | -26.7% | +14.6% | -41.3% | -32.3% |
| 6M | +36.8% | +22.6% | +14.2% | +21.7% |
| YTD | +296.1% | +21.7% | +274.5% | +247.2% |
| 1Y | +1,810.6% | +6.7% | +1,803.9% | +1,676.1% |
| 3Y | +2,587.6% | +46.8% | +2,540.7% | +2,099.4% |
| 5Y | +601.7% | -68.0% | +669.8% | +829.7% |
| All | +1,472.1% | +610.4% | +861.7% | +585.5% |
Cumulative growth
Daily Returns
Daily percentage return beside XYZ.
Daily Out/Under-Performance
Portfolio return minus XYZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XYZ 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 XYZ 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