+1,472.1%
AXTI vs TAP
-49.9%
+1,522.0%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.3% | -1.2% | -0.1% |
| 7D | +5.1% | -3.9% | +9.0% | +5.5% |
| 30D | -17.5% | -5.3% | -12.2% | -17.2% |
| 3M | -26.7% | -3.8% | -22.9% | -27.1% |
| 6M | +36.8% | -11.4% | +48.1% | +37.7% |
| YTD | +296.1% | -13.7% | +309.9% | +300.4% |
| 1Y | +1,810.6% | -17.2% | +1,827.8% | +1,840.2% |
| 3Y | +2,587.6% | -33.1% | +2,620.6% | +2,747.4% |
| 5Y | +601.7% | +0.8% | +600.9% | +565.2% |
| All | +1,472.1% | -49.9% | +1,522.0% | +1,623.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling