+1,402.8%
AXTI vs BOXX
+18.5%
+1,384.3%
-82.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BOXX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | 0.0% | +0.1% | +0.3% |
| 7D | +5.1% | +0.1% | +5.0% | +5.4% |
| 30D | -17.5% | +0.3% | -17.8% | -16.2% |
| 3M | -26.7% | +1.0% | -27.7% | -22.9% |
| 6M | +36.8% | +1.9% | +34.8% | +51.4% |
| YTD | +296.1% | +2.7% | +293.5% | +365.4% |
| 1Y | +1,810.6% | +4.0% | +1,806.6% | +2,406.6% |
| 3Y | +2,587.6% | +14.7% | +2,572.9% | +8,998.9% |
| All | +1,402.8% | +18.5% | +1,384.3% | +8,208.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BOXX.
Daily Out/Under-Performance
Portfolio return minus BOXX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BOXX 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 BOXX 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