+317.2%
AXTI vs QLD
+66.7%
+250.4%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | QLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | +2.5% | +3.3% | +3.8% |
| 7D | -29.4% | -10.3% | -19.1% | -21.3% |
| 30D | -51.3% | -26.1% | -25.2% | -35.4% |
| 3M | -48.3% | -17.8% | -30.5% | -35.9% |
| 6M | -62.9% | -15.6% | -47.4% | -53.3% |
| YTD | +137.8% | +5.4% | +132.4% | +160.1% |
| 1Y | +338.3% | +5.2% | +333.1% | +383.3% |
| 3Y | +1,590.4% | +139.4% | +1,451.0% | +1,060.9% |
| All | +317.2% | +66.7% | +250.4% | +250.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling