+1,981.6%
AXTI vs QLD
+146.5%
+1,835.1%
-78.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | QLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -2.5% | -1.4% | -1.1% |
| 7D | +7.6% | +7.0% | +0.6% | +0.8% |
| 30D | -32.1% | -14.3% | -17.8% | -15.7% |
| 3M | -46.0% | -16.0% | -30.0% | -30.2% |
| 6M | -65.7% | -14.2% | -51.5% | -54.9% |
| YTD | +155.9% | +12.8% | +143.1% | +167.0% |
| 1Y | +300.8% | +14.1% | +286.7% | +316.6% |
| 3Y | +1,981.6% | +146.0% | +1,835.6% | +1,195.6% |
| All | +1,981.6% | +146.5% | +1,835.1% | +1,195.6% |
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