+25.7%
C vs AXTI
+287.8%
-262.0%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AXTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -3.9% | +3.9% | +0.1% |
| 7D | +4.2% | +7.6% | -3.4% | +3.8% |
| 30D | +2.0% | -32.1% | +34.0% | +3.0% |
| 3M | -10.1% | -46.0% | +35.9% | -8.8% |
| 6M | +1.0% | -65.7% | +66.7% | +2.3% |
| YTD | +8.5% | +155.9% | -147.4% | -1.6% |
| 1Y | +25.7% | +300.8% | -275.0% | +11.8% |
| All | +25.7% | +287.8% | -262.0% | +11.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AXTI.
Daily Out/Under-Performance
Portfolio return minus AXTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AXTI 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 1y: compounded portfolio wealth divided by compounded AXTI 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…
1y analysis · Full analysis span regression · 6 months rolling