+294.7%
C vs AXTI
+1,517.6%
-1,223.0%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.9% | +1.7% | +0.9% |
| 7D | +2.6% | +21.0% | -18.4% | +0.5% |
| 30D | +1.9% | -6.6% | +8.5% | +1.9% |
| 3M | +2.8% | -12.1% | +14.9% | +0.5% |
| 6M | +30.6% | +78.7% | -48.2% | +12.4% |
| YTD | +19.9% | +321.5% | -301.6% | -10.3% |
| 1Y | +44.6% | +2,166.8% | -2,122.2% | -15.3% |
| 3Y | +272.1% | +2,807.6% | -2,535.5% | +83.6% |
| 5Y | +132.0% | +651.5% | -519.5% | +36.2% |
| 10Y | +294.7% | +1,560.5% | -1,265.8% | +78.2% |
| All | +294.7% | +1,517.6% | -1,223.0% | +78.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AXTI.
Daily Out/Under-Performance
Portfolio return minus AXTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AXTI 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 AXTI 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