+18.6%
DIA vs AXTI
+1,914.4%
-1,895.7%
-9.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AXTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +9.7% | -10.2% | -0.7% |
| 7D | -0.2% | +5.1% | -5.3% | -0.3% |
| 30D | -1.5% | -10.2% | +8.6% | -1.5% |
| 3M | +3.8% | -41.8% | +45.6% | +4.1% |
| 6M | +10.3% | +57.5% | -47.3% | +6.7% |
| YTD | +12.1% | +277.0% | -264.9% | +5.0% |
| 1Y | +18.6% | +1,982.4% | -1,963.8% | +6.7% |
| All | +18.6% | +1,914.4% | -1,895.7% | +6.7% |
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