+554.7%
AXTI vs TAP
+272.0%
+282.7%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.8% | -4.1% | +16.9% | +13.4% |
| 7D | +24.0% | -2.3% | +26.3% | +24.3% |
| 30D | -21.5% | -9.4% | -12.1% | -20.6% |
| 3M | -23.4% | -0.8% | -22.6% | -24.2% |
| 6M | +114.9% | -14.7% | +129.6% | +117.3% |
| YTD | +325.4% | -13.9% | +339.4% | +329.0% |
| 1Y | +2,136.7% | -18.6% | +2,155.3% | +2,169.4% |
| 3Y | +2,835.0% | -32.0% | +2,867.0% | +2,956.6% |
| 5Y | +652.8% | -1.0% | +653.8% | +628.0% |
| 10Y | +1,513.9% | -51.4% | +1,565.3% | +1,585.5% |
| All | +554.7% | +272.0% | +282.7% | +455.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling