+2,857.5%
AXTI vs XYZ
+608.9%
+2,248.6%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XYZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.9% | -0.1% | -0.6% |
| 7D | +21.0% | -3.7% | +24.7% | +22.6% |
| 30D | -6.6% | +0.5% | -7.2% | -7.4% |
| 3M | -12.1% | +16.3% | -28.3% | -18.9% |
| 6M | +78.7% | +21.1% | +57.6% | +61.0% |
| YTD | +321.5% | +22.0% | +299.5% | +272.5% |
| 1Y | +2,166.8% | +5.2% | +2,161.6% | +2,030.2% |
| 3Y | +2,807.6% | +49.6% | +2,758.0% | +2,307.9% |
| 5Y | +651.5% | -68.4% | +719.9% | +870.4% |
| 10Y | +1,560.5% | +604.5% | +956.0% | +939.5% |
| All | +2,857.5% | +608.9% | +2,248.6% | +1,657.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling