+548.6%
AXTI vs TAP
+268.6%
+280.0%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-09.
| Period | Portfolio | TAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.9% | 0.0% | -0.8% |
| 7D | +21.0% | -5.1% | +26.1% | +21.8% |
| 30D | -6.6% | -8.4% | +1.8% | -5.8% |
| 3M | -12.1% | -3.9% | -8.1% | -12.5% |
| 6M | +78.7% | -14.4% | +93.1% | +80.6% |
| YTD | +321.5% | -14.7% | +336.2% | +325.5% |
| 1Y | +2,166.8% | -18.7% | +2,185.5% | +2,199.3% |
| 3Y | +2,807.6% | -32.6% | +2,840.2% | +2,932.1% |
| 5Y | +651.5% | -1.4% | +652.9% | +627.0% |
| 10Y | +1,560.5% | -50.4% | +1,610.9% | +1,628.7% |
| All | +548.6% | +268.6% | +280.0% | +450.8% |
Cumulative growth
Daily Returns
Daily percentage return beside TAP.
Daily Out/Under-Performance
Portfolio return minus TAP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TAP 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 1990-01-01 to 2026-09-09: compounded portfolio wealth divided by compounded TAP 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…
1990-01-01 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling