+2,587.6%
AXTI vs QSR
+25.8%
+2,561.8%
-78.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | QSR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.6% | -0.5% | +0.1% |
| 7D | +5.1% | -4.0% | +9.1% | +5.4% |
| 30D | -17.5% | +2.8% | -20.2% | -17.8% |
| 3M | -26.7% | +5.1% | -31.8% | -27.8% |
| 6M | +36.8% | +8.8% | +28.0% | +31.2% |
| YTD | +296.1% | +14.8% | +281.3% | +269.7% |
| 1Y | +1,810.6% | +25.7% | +1,784.9% | +1,577.2% |
| 3Y | +2,587.6% | +27.5% | +2,560.0% | +2,465.8% |
| All | +2,587.6% | +25.8% | +2,561.8% | +2,465.8% |
Cumulative growth
Daily Returns
Daily percentage return beside QSR.
Daily Out/Under-Performance
Portfolio return minus QSR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QSR 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 QSR 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