+456.7%
AXTI vs Z
-54.2%
+510.8%
-73.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | Z | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.4% | +9.4% | -16.8% | -3.4% |
| 7D | -26.2% | +10.2% | -36.3% | -22.5% |
| 30D | -45.1% | +23.7% | -68.8% | -39.5% |
| 3M | -27.2% | -6.6% | -20.6% | -25.4% |
| 6M | -55.2% | -23.0% | -32.1% | -51.9% |
| YTD | +190.8% | -50.3% | +241.1% | +220.1% |
| 1Y | +456.7% | -53.6% | +510.3% | +525.1% |
| All | +456.7% | -54.2% | +510.8% | +525.1% |
Cumulative growth
Daily Returns
Daily percentage return beside Z.
Daily Out/Under-Performance
Portfolio return minus Z return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × Z 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 1y: compounded portfolio wealth divided by compounded Z 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…
1y analysis · Full analysis span regression · 6 months rolling