-23.4%
C vs AXTI
+274.4%
-297.8%
-98.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AXTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -8.4% | +8.6% | +1.1% |
| 7D | -0.4% | -23.4% | +23.1% | +2.1% |
| 30D | -5.2% | -42.6% | +37.4% | -0.4% |
| 3M | -9.1% | -46.7% | +37.7% | -5.0% |
| 6M | -1.6% | -66.2% | +64.6% | +3.8% |
| YTD | +6.9% | +140.4% | -133.5% | -15.4% |
| 1Y | +23.0% | +276.5% | -253.6% | -8.5% |
| 3Y | +216.1% | +1,885.4% | -1,669.2% | +70.4% |
| 5Y | +112.2% | +350.3% | -238.0% | +32.6% |
| 10Y | +208.8% | +702.2% | -493.5% | +61.8% |
| All | -23.4% | +274.4% | -297.8% | -73.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling