+311.0%
AXTI vs QLD
+9.9%
+301.1%
-73.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.4% | +6.8% | +3.6% | -1.4% |
| 7D | -11.0% | -1.4% | -9.5% | -7.3% |
| 30D | -37.3% | -19.6% | -17.7% | -5.6% |
| 3M | -51.6% | -14.1% | -37.4% | -32.8% |
| 6M | -63.1% | -13.6% | -49.5% | -47.3% |
| YTD | +162.4% | +12.5% | +149.9% | +154.3% |
| All | +311.0% | +9.9% | +301.1% | +319.9% |
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