+2,587.6%
AXTI vs SCHG
+86.3%
+2,501.3%
-78.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SCHG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.9% | -0.8% | -1.4% |
| 7D | +5.1% | -1.0% | +6.1% | +6.9% |
| 30D | -17.5% | -1.3% | -16.2% | -16.0% |
| 3M | -26.7% | +5.4% | -32.1% | -32.0% |
| 6M | +36.8% | +14.4% | +22.3% | +11.1% |
| YTD | +296.1% | +8.0% | +288.1% | +258.3% |
| 1Y | +1,810.6% | +12.7% | +1,797.9% | +1,578.8% |
| 3Y | +2,587.6% | +85.6% | +2,501.9% | +1,340.8% |
| All | +2,587.6% | +86.3% | +2,501.3% | +1,340.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling