+213.1%
GLD vs AXTI
+1,481.9%
-1,268.8%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -6.1% | +4.4% | -1.7% |
| 7D | -3.4% | +15.1% | -18.5% | -3.5% |
| 30D | -1.1% | -12.3% | +11.2% | -1.1% |
| 3M | +5.8% | -24.1% | +30.0% | +5.7% |
| 6M | -17.1% | +46.0% | -63.1% | -17.6% |
| YTD | 0.0% | +295.7% | -295.7% | -1.4% |
| 1Y | +18.2% | +1,825.6% | -1,807.4% | +14.8% |
| 3Y | +122.6% | +2,630.0% | -2,507.4% | +114.6% |
| 5Y | +137.1% | +601.0% | -463.9% | +130.7% |
| All | +213.1% | +1,481.9% | -1,268.8% | +196.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling