+601.0%
AXTI vs TAP
-2.6%
+603.6%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | -0.1% | -6.0% | -6.1% |
| 7D | +15.1% | -5.3% | +20.4% | +15.0% |
| 30D | -12.3% | -7.4% | -4.9% | -12.5% |
| 3M | -24.1% | -4.9% | -19.2% | -24.4% |
| 6M | +46.0% | -14.2% | +60.3% | +47.8% |
| YTD | +295.7% | -14.8% | +310.5% | +300.2% |
| 1Y | +1,825.6% | -18.1% | +1,843.7% | +1,855.4% |
| 3Y | +2,630.0% | -32.7% | +2,662.7% | +2,784.8% |
| 5Y | +601.0% | -0.5% | +601.5% | +581.0% |
| All | +601.0% | -2.6% | +603.6% | +581.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling