+1,164.4%
AXTI vs INDA
+109.8%
+1,054.6%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.9% | -0.1% | -0.3% |
| 7D | +21.0% | -2.6% | +23.6% | +23.1% |
| 30D | -6.6% | -2.9% | -3.7% | -4.8% |
| 3M | -12.1% | +2.4% | -14.4% | -13.1% |
| 6M | +78.7% | -2.6% | +81.3% | +82.6% |
| YTD | +321.5% | -10.0% | +331.4% | +356.2% |
| 1Y | +2,166.8% | -7.7% | +2,174.4% | +2,317.3% |
| 3Y | +2,807.6% | +8.9% | +2,798.7% | +2,723.6% |
| 5Y | +651.5% | +6.0% | +645.5% | +650.1% |
| 10Y | +1,560.5% | +84.4% | +1,476.1% | +1,147.9% |
| All | +1,164.4% | +109.8% | +1,054.6% | +757.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling