+136.1%
C vs AXTI
+598.0%
-461.8%
-42.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AXTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -6.1% | +6.6% | +0.9% |
| 7D | +0.3% | +15.1% | -14.9% | -0.8% |
| 30D | +2.0% | -12.3% | +14.3% | +2.5% |
| 3M | +4.4% | -24.1% | +28.5% | +3.9% |
| 6M | +28.3% | +46.0% | -17.7% | +17.5% |
| YTD | +20.5% | +295.7% | -275.2% | -1.3% |
| 1Y | +45.5% | +1,825.6% | -1,780.0% | +1.0% |
| 3Y | +274.0% | +2,630.0% | -2,355.9% | +128.5% |
| 5Y | +136.1% | +601.0% | -464.8% | +63.1% |
| All | +136.1% | +598.0% | -461.8% | +63.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling