+601.0%
AXTI vs TECH
-42.4%
+643.4%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | -0.2% | -5.9% | -6.0% |
| 7D | +15.1% | -0.5% | +15.6% | +15.4% |
| 30D | -12.3% | 0.0% | -12.3% | -12.3% |
| 3M | -24.1% | +37.4% | -61.6% | -34.7% |
| 6M | +46.0% | +36.9% | +9.2% | +22.2% |
| YTD | +295.7% | +23.1% | +272.6% | +249.0% |
| 1Y | +1,825.6% | +42.2% | +1,783.3% | +1,460.0% |
| 3Y | +2,630.0% | +1.9% | +2,628.0% | +2,405.3% |
| 5Y | +601.0% | -42.9% | +643.9% | +774.2% |
| All | +601.0% | -42.4% | +643.4% | +774.2% |
Cumulative growth
Daily Returns
Daily percentage return beside TECH.
Daily Out/Under-Performance
Portfolio return minus TECH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TECH 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 TECH 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