+1,154.2%
AXTI vs QLD
+7,369.0%
-6,214.8%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | +2.5% | +3.3% | +4.5% |
| 7D | -29.4% | -10.3% | -19.1% | -23.9% |
| 30D | -51.3% | -26.1% | -25.2% | -40.8% |
| 3M | -48.3% | -17.8% | -30.5% | -40.0% |
| 6M | -62.9% | -15.6% | -47.4% | -56.3% |
| YTD | +137.8% | +5.4% | +132.4% | +153.7% |
| 1Y | +338.3% | +5.2% | +333.1% | +370.9% |
| 3Y | +1,590.4% | +139.4% | +1,451.0% | +1,138.9% |
| 5Y | +321.7% | +66.7% | +255.0% | +248.8% |
| 10Y | +655.0% | +1,422.1% | -767.1% | +132.8% |
| All | +1,154.2% | +7,369.0% | -6,214.8% | +96.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling