+554.7%
AXTI vs TECH
+3,811.5%
-3,256.8%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.8% | -0.2% | +13.0% | +12.9% |
| 7D | +24.0% | +0.2% | +23.8% | +23.9% |
| 30D | -21.5% | +0.1% | -21.6% | -21.5% |
| 3M | -23.4% | +37.5% | -60.9% | -33.4% |
| 6M | +114.9% | +34.6% | +80.3% | +84.1% |
| YTD | +325.4% | +23.5% | +302.0% | +277.7% |
| 1Y | +2,136.7% | +34.4% | +2,102.3% | +1,799.2% |
| 3Y | +2,835.0% | +2.3% | +2,832.8% | +2,600.7% |
| 5Y | +652.8% | -41.7% | +694.5% | +746.0% |
| 10Y | +1,513.9% | +177.6% | +1,336.3% | +952.5% |
| All | +554.7% | +3,811.5% | -3,256.8% | +112.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling