+1,982.4%
AXTI vs SCHG
+16.6%
+1,965.8%
-73.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SCHG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.7% | -0.9% | +10.5% | +12.3% |
| 7D | +5.1% | -0.7% | +5.8% | +7.1% |
| 30D | -10.2% | +0.2% | -10.4% | -11.4% |
| 3M | -41.8% | +2.2% | -44.1% | -44.2% |
| 6M | +57.5% | +15.0% | +42.5% | +6.2% |
| YTD | +277.0% | +9.2% | +267.8% | +206.0% |
| 1Y | +1,982.4% | +15.7% | +1,966.7% | +1,187.5% |
| All | +1,982.4% | +16.6% | +1,965.8% | +1,187.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SCHG.
Daily Out/Under-Performance
Portfolio return minus SCHG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SCHG 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 1y: compounded portfolio wealth divided by compounded SCHG 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…
1y analysis · Full analysis span regression · 6 months rolling