+743.4%
AXTI vs INDA
+5.7%
+737.7%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.0% | -0.8% | -1.1% |
| 7D | +5.1% | -2.7% | +7.8% | +8.6% |
| 30D | -17.5% | -2.8% | -14.7% | -14.6% |
| 3M | -26.7% | +1.6% | -28.3% | -27.6% |
| 6M | +36.8% | -1.4% | +38.2% | +39.6% |
| YTD | +296.1% | -10.1% | +306.3% | +357.7% |
| 1Y | +1,810.6% | -8.8% | +1,819.4% | +2,067.1% |
| 3Y | +2,587.6% | +7.6% | +2,579.9% | +2,401.7% |
| All | +743.4% | +5.7% | +737.7% | +722.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling