-33.2%
CAT vs AXTX
-97.3%
+64.1%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | AXTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -8.1% | +7.3% | -0.3% |
| 7D | +7.4% | +9.8% | -2.4% | +6.2% |
| 30D | -19.7% | -65.3% | +45.6% | -16.6% |
| 3M | -29.6% | -83.3% | +53.7% | -25.5% |
| 6M | -33.2% | -97.0% | +63.8% | -30.7% |
| All | -33.2% | -97.3% | +64.1% | -30.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AXTX.
Daily Out/Under-Performance
Portfolio return minus AXTX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AXTX 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 6mo: compounded portfolio wealth divided by compounded AXTX 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…
6mo analysis · Full analysis span regression · 6 months rolling