+5,760.6%
CRM vs AXTI
+3,439.3%
+2,321.3%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AXTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.1% | +1.8% | +1.9% |
| 7D | -4.4% | +5.1% | -9.5% | -5.1% |
| 30D | +28.1% | -17.5% | +45.6% | +29.5% |
| 3M | +48.8% | -26.7% | +75.5% | +47.3% |
| 6M | +28.3% | +36.8% | -8.5% | +12.7% |
| YTD | -6.0% | +296.1% | -302.2% | -30.6% |
| 1Y | +1.4% | +1,810.6% | -1,809.2% | -40.7% |
| 3Y | +11.8% | +2,587.6% | -2,575.7% | -45.7% |
| 5Y | -2.0% | +601.7% | -603.8% | -43.8% |
| 10Y | +239.6% | +1,460.7% | -1,221.1% | +50.3% |
| All | +5,760.6% | +3,439.3% | +2,321.3% | +1,829.4% |
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