+1,123.7%
CAT vs AXTI
+1,481.9%
-358.2%
-43.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -6.1% | +4.8% | -0.7% |
| 7D | +0.6% | +15.1% | -14.5% | -0.9% |
| 30D | -4.5% | -12.3% | +7.8% | -3.7% |
| 3M | -5.8% | -24.1% | +18.3% | -5.9% |
| 6M | +12.7% | +46.0% | -33.3% | +1.4% |
| YTD | +41.4% | +295.7% | -254.3% | +11.1% |
| 1Y | +92.1% | +1,825.6% | -1,733.5% | +24.3% |
| 3Y | +197.5% | +2,630.0% | -2,432.5% | +66.2% |
| 5Y | +327.9% | +601.0% | -273.0% | +173.9% |
| All | +1,123.7% | +1,481.9% | -358.2% | +519.9% |
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 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