+1,256.5%
AXTI vs QS
-47.0%
+1,303.5%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -6.6% | +5.7% | +0.2% |
| 7D | +21.0% | -4.2% | +25.2% | +21.9% |
| 30D | -6.6% | -15.7% | +9.0% | -3.7% |
| 3M | -12.1% | -28.7% | +16.6% | -6.5% |
| 6M | +78.7% | -23.2% | +101.9% | +88.3% |
| YTD | +321.5% | -49.9% | +371.4% | +370.6% |
| 1Y | +2,166.8% | -38.8% | +2,205.6% | +2,354.6% |
| 3Y | +2,807.6% | -24.0% | +2,831.6% | +2,767.6% |
| 5Y | +651.5% | -75.6% | +727.1% | +681.3% |
| All | +1,256.5% | -47.0% | +1,303.5% | +1,669.0% |
Cumulative growth
Daily Returns
Daily percentage return beside QS.
Daily Out/Under-Performance
Portfolio return minus QS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QS 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 QS 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