+327.8%
AXTI vs QLD
+11.5%
+316.3%
-73.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +19.5% | +4.6% | +14.8% | +11.3% |
| 7D | -1.2% | -1.2% | 0.0% | +3.7% |
| 30D | -24.2% | -15.7% | -8.5% | +6.1% |
| 3M | -36.3% | -10.0% | -26.3% | -17.8% |
| 6M | -62.7% | -11.2% | -51.4% | -48.8% |
| YTD | +187.3% | +16.4% | +170.9% | +165.2% |
| All | +327.8% | +11.5% | +316.3% | +312.8% |
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