+356.3%
AXTI vs Z
-53.4%
+409.7%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | Z | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +3.5% | -7.4% | -4.7% |
| 7D | +7.6% | +0.8% | +6.8% | +7.6% |
| 30D | -32.1% | +5.2% | -37.3% | -33.3% |
| 3M | -46.0% | -17.0% | -28.9% | -44.5% |
| 6M | -65.7% | -22.7% | -43.0% | -64.6% |
| YTD | +155.9% | -56.3% | +212.2% | +209.9% |
| 1Y | +300.8% | -57.7% | +358.4% | +387.6% |
| 3Y | +1,981.6% | -16.5% | +1,998.1% | +1,760.0% |
| All | +356.3% | -53.4% | +409.7% | +382.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling