+1,888.4%
AXTI vs QLD
+9,036.4%
-7,148.0%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.7% | +0.3% | +9.3% | +9.5% |
| 7D | +5.1% | +0.6% | +4.6% | +4.9% |
| 30D | -10.2% | -0.1% | -10.0% | -9.5% |
| 3M | -41.8% | -8.4% | -33.5% | -36.6% |
| 6M | +57.5% | +32.2% | +25.3% | +42.5% |
| YTD | +277.0% | +28.9% | +248.1% | +248.0% |
| 1Y | +1,982.4% | +43.8% | +1,938.6% | +1,756.8% |
| 3Y | +2,234.8% | +176.6% | +2,058.3% | +1,418.4% |
| 5Y | +528.3% | +121.6% | +406.8% | +332.6% |
| 10Y | +1,310.5% | +1,652.9% | -342.4% | +285.2% |
| All | +1,888.4% | +9,036.4% | -7,148.0% | +169.6% |
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