+58.3%
DIA vs AXTI
+2,795.4%
-2,737.0%
-16.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AXTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.9% | +0.2% | -0.7% |
| 7D | -1.2% | +21.0% | -22.2% | -1.8% |
| 30D | -2.7% | -6.6% | +4.0% | -2.7% |
| 3M | +3.3% | -12.1% | +15.3% | +2.6% |
| 6M | +10.4% | +78.7% | -68.3% | +5.9% |
| YTD | +10.0% | +321.5% | -311.5% | +1.2% |
| 1Y | +16.2% | +2,166.8% | -2,150.6% | -0.4% |
| All | +58.3% | +2,795.4% | -2,737.0% | +31.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling