+743.4%
AXTI vs QSR
+40.5%
+702.8%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | QSR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.6% | -0.5% | -0.1% |
| 7D | +5.1% | -4.0% | +9.1% | +6.4% |
| 30D | -17.5% | +2.8% | -20.2% | -18.5% |
| 3M | -26.7% | +5.1% | -31.8% | -29.2% |
| 6M | +36.8% | +8.8% | +28.0% | +27.5% |
| YTD | +296.1% | +14.8% | +281.3% | +256.8% |
| 1Y | +1,810.6% | +25.7% | +1,784.9% | +1,509.5% |
| 3Y | +2,587.6% | +27.5% | +2,560.0% | +2,112.9% |
| All | +743.4% | +40.5% | +702.8% | +524.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling