+2,166.8%
AXTI vs QLD
+40.7%
+2,126.1%
-73.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.6% | -0.3% | +0.1% |
| 7D | +21.0% | +1.9% | +19.1% | +17.0% |
| 30D | -6.6% | -1.8% | -4.8% | -2.8% |
| 3M | -12.1% | -0.1% | -12.0% | -7.0% |
| 6M | +78.7% | +32.6% | +46.2% | +17.4% |
| YTD | +321.5% | +27.9% | +293.6% | +198.8% |
| 1Y | +2,166.8% | +40.3% | +2,126.5% | +1,188.2% |
| All | +2,166.8% | +40.7% | +2,126.1% | +1,188.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling