+2,489.9%
AXTI vs QLD
+188.2%
+2,301.7%
-78.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | QLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.7% | +0.3% | +9.3% | +9.3% |
| 7D | +5.1% | +0.6% | +4.6% | +4.6% |
| 30D | -10.2% | -0.1% | -10.0% | -9.0% |
| 3M | -41.8% | -8.4% | -33.5% | -33.5% |
| 6M | +57.5% | +32.2% | +25.3% | +30.7% |
| YTD | +277.0% | +28.9% | +248.1% | +222.0% |
| 1Y | +1,982.4% | +43.8% | +1,938.6% | +1,588.0% |
| All | +2,489.9% | +188.2% | +2,301.7% | +1,349.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling