+536.9%
AXTI vs VSXY
+37.5%
+499.3%
-88.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VSXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +3.1% | -3.0% | -0.5% |
| 7D | +5.1% | +0.1% | +5.0% | +5.1% |
| 30D | -17.5% | -18.7% | +1.2% | -14.2% |
| 3M | -26.7% | -4.0% | -22.7% | -26.6% |
| 6M | +36.8% | +67.5% | -30.7% | +17.4% |
| YTD | +296.1% | +39.7% | +256.5% | +254.8% |
| 1Y | +1,810.6% | +180.0% | +1,630.6% | +1,358.6% |
| 3Y | +2,587.6% | +337.3% | +2,250.3% | +1,639.4% |
| 5Y | +601.7% | +22.7% | +579.1% | +462.2% |
| All | +536.9% | +37.5% | +499.3% | +398.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VSXY.
Daily Out/Under-Performance
Portfolio return minus VSXY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSXY 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 VSXY 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