+52.4%
GEV vs AXTI
+504.8%
-452.5%
-30.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AXTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -7.4% | -1.9% | -8.3% |
| 7D | -5.1% | -26.2% | +21.0% | -1.3% |
| 30D | -15.8% | -45.1% | +29.3% | -9.4% |
| 3M | -18.2% | -27.2% | +9.0% | -16.1% |
| 6M | -22.4% | -55.2% | +32.8% | -19.1% |
| YTD | +27.7% | +190.8% | -163.0% | +0.6% |
| 1Y | +52.4% | +456.7% | -404.3% | -5.6% |
| All | +52.4% | +504.8% | -452.5% | -5.6% |
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