+8.9%
CAT vs AXTI
+504.8%
-495.9%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AXTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | -7.4% | +2.2% | -4.5% |
| 7D | -17.1% | -26.2% | +9.0% | -14.8% |
| 30D | -30.1% | -45.1% | +15.0% | -26.5% |
| 3M | -32.4% | -27.2% | -5.2% | -31.2% |
| 6M | -32.1% | -55.2% | +23.0% | -30.3% |
| YTD | +4.1% | +190.8% | -186.7% | -10.1% |
| 1Y | +8.9% | +456.7% | -447.8% | -13.9% |
| All | +8.9% | +504.8% | -495.9% | -13.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling