+1,472.1%
AXTI vs INDA
+84.7%
+1,387.4%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.0% | -0.8% | -0.8% |
| 7D | +5.1% | -2.7% | +7.8% | +7.6% |
| 30D | -17.5% | -2.8% | -14.7% | -15.4% |
| 3M | -26.7% | +1.6% | -28.3% | -27.3% |
| 6M | +36.8% | -1.4% | +38.2% | +39.1% |
| YTD | +296.1% | -10.1% | +306.3% | +339.6% |
| 1Y | +1,810.6% | -8.8% | +1,819.4% | +1,995.2% |
| 3Y | +2,587.6% | +7.6% | +2,579.9% | +2,495.4% |
| 5Y | +601.7% | +5.8% | +596.0% | +594.5% |
| All | +1,472.1% | +84.7% | +1,387.4% | +998.1% |
Cumulative growth
Daily Returns
Daily percentage return beside INDA.
Daily Out/Under-Performance
Portfolio return minus INDA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INDA 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 INDA 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