+743.4%
AXTI vs SCHG
+84.3%
+659.0%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SCHG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.9% | -0.8% | -1.1% |
| 7D | +5.1% | -1.0% | +6.1% | +6.5% |
| 30D | -17.5% | -1.3% | -16.2% | -16.3% |
| 3M | -26.7% | +5.4% | -32.1% | -30.9% |
| 6M | +36.8% | +14.4% | +22.3% | +15.8% |
| YTD | +296.1% | +8.0% | +288.1% | +267.5% |
| 1Y | +1,810.6% | +12.7% | +1,797.9% | +1,629.0% |
| 3Y | +2,587.6% | +85.6% | +2,501.9% | +1,317.8% |
| All | +743.4% | +84.3% | +659.0% | +371.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling