+797.7%
AXTI vs QLD
+1,508.4%
-710.6%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | QLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.3% | -0.6% | -6.7% | -6.8% |
| 7D | +18.6% | +12.5% | +6.1% | +9.8% |
| 30D | -32.6% | -15.7% | -16.9% | -21.2% |
| 3M | -44.5% | -11.9% | -32.6% | -36.1% |
| 6M | -64.6% | -10.3% | -54.3% | -58.3% |
| YTD | +166.3% | +15.6% | +150.7% | +171.0% |
| 1Y | +296.5% | +12.1% | +284.4% | +313.6% |
| 3Y | +2,099.0% | +150.7% | +1,948.3% | +1,341.2% |
| 5Y | +377.9% | +86.6% | +291.3% | +247.5% |
| All | +797.7% | +1,508.4% | -710.6% | +17.0% |
Cumulative growth
Daily Returns
Daily percentage return beside QLD.
Daily Out/Under-Performance
Portfolio return minus QLD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QLD 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 QLD 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