+2,587.6%
AXTI vs ZBRA
+35.9%
+2,551.6%
-78.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.8% | -1.7% | -0.8% |
| 7D | +5.1% | -3.4% | +8.5% | +6.6% |
| 30D | -17.5% | -7.4% | -10.1% | -14.3% |
| 3M | -26.7% | +57.5% | -84.2% | -44.5% |
| 6M | +36.8% | +64.0% | -27.2% | +0.1% |
| YTD | +296.1% | +44.3% | +251.9% | +209.5% |
| 1Y | +1,810.6% | +10.9% | +1,799.7% | +1,650.8% |
| 3Y | +2,587.6% | +37.5% | +2,550.0% | +1,974.2% |
| All | +2,587.6% | +35.9% | +2,551.6% | +1,974.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ZBRA.
Daily Out/Under-Performance
Portfolio return minus ZBRA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZBRA 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 3y: compounded portfolio wealth divided by compounded ZBRA 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…
3y analysis · Full analysis span regression · 6 months rolling