+2,587.6%
AXTI vs SOXQ
+232.9%
+2,354.6%
-78.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.8% | -1.7% | -2.0% |
| 7D | +5.1% | +0.8% | +4.3% | +4.4% |
| 30D | -17.5% | -4.6% | -12.9% | -10.9% |
| 3M | -26.7% | -10.2% | -16.5% | -10.8% |
| 6M | +36.8% | +49.7% | -12.9% | -4.0% |
| YTD | +296.1% | +67.2% | +228.9% | +154.6% |
| 1Y | +1,810.6% | +98.0% | +1,712.6% | +987.7% |
| 3Y | +2,587.6% | +237.2% | +2,350.4% | +937.5% |
| All | +2,587.6% | +232.9% | +2,354.6% | +937.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SOXQ.
Daily Out/Under-Performance
Portfolio return minus SOXQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOXQ 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 SOXQ 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