+617.6%
PLTR vs AXTI
+352.8%
+264.8%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AXTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -3.9% | +1.8% | -1.5% |
| 7D | +4.7% | +7.6% | -2.9% | +3.3% |
| 30D | -16.4% | -32.1% | +15.7% | -12.6% |
| 3M | -6.2% | -46.0% | +39.8% | -0.8% |
| 6M | +29.2% | -65.7% | +94.9% | +38.7% |
| YTD | -5.5% | +155.9% | -161.4% | -36.6% |
| 1Y | -2.4% | +300.8% | -303.2% | -41.3% |
| 3Y | +752.3% | +1,981.6% | -1,229.3% | +161.1% |
| All | +617.6% | +352.8% | +264.8% | +322.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling