+271.9%
C vs AXTI
+2,457.7%
-2,185.8%
-31.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AXTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +9.7% | -10.0% | -0.8% |
| 7D | +3.6% | +5.1% | -1.5% | +3.3% |
| 30D | +0.1% | -10.2% | +10.2% | +0.1% |
| 3M | +2.4% | -41.8% | +44.3% | +3.5% |
| 6M | +24.9% | +57.5% | -32.6% | +15.5% |
| YTD | +19.8% | +277.0% | -257.2% | +2.5% |
| 1Y | +44.9% | +1,982.4% | -1,937.6% | +7.5% |
| All | +271.9% | +2,457.7% | -2,185.8% | +154.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling