+632.4%
GEV vs AXTI
+1,269.3%
-636.9%
-38.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AXTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +0.1% | +3.5% | +3.6% |
| 7D | +1.6% | +5.1% | -3.5% | +0.8% |
| 30D | -7.9% | -17.5% | +9.5% | -5.9% |
| 3M | +5.6% | -26.7% | +32.3% | +6.0% |
| 6M | +13.1% | +36.8% | -23.7% | -1.4% |
| YTD | +46.7% | +296.1% | -249.4% | +2.8% |
| 1Y | +51.3% | +1,810.6% | -1,759.3% | -23.1% |
| All | +632.4% | +1,269.3% | -636.9% | +275.4% |
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