+936.1%
DIA vs AXTI
+298.5%
+637.7%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AXTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -3.9% | +4.0% | +0.4% |
| 7D | +2.1% | +7.6% | -5.5% | +1.5% |
| 30D | +1.5% | -32.1% | +33.5% | +3.2% |
| 3M | -2.4% | -46.0% | +43.6% | -0.1% |
| 6M | +6.0% | -65.7% | +71.6% | +9.1% |
| YTD | +10.1% | +155.9% | -145.8% | -4.3% |
| 1Y | +11.8% | +300.8% | -289.0% | -6.1% |
| 3Y | +59.7% | +1,981.6% | -1,921.9% | +11.1% |
| 5Y | +57.9% | +359.3% | -301.4% | +19.9% |
| 10Y | +236.2% | +780.8% | -544.6% | +127.1% |
| All | +936.1% | +298.5% | +637.7% | +451.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling