+2.8%
GLD vs AXTI
+504.8%
-502.0%
-28.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AXTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -7.4% | +11.1% | +3.8% |
| 7D | -0.3% | -26.2% | +25.9% | +0.2% |
| 30D | -1.9% | -45.1% | +43.3% | -1.1% |
| 3M | -0.4% | -27.2% | +26.7% | -0.1% |
| 6M | -10.2% | -55.2% | +45.0% | -10.0% |
| YTD | -6.0% | +190.8% | -196.8% | -2.3% |
| 1Y | +2.8% | +456.7% | -453.9% | +1.1% |
| All | +2.8% | +504.8% | -502.0% | +1.1% |
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