+281.8%
QCOM vs AXTI
+1,517.6%
-1,235.8%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.9% | +2.3% | +1.5% |
| 7D | +4.4% | +21.0% | -16.6% | +1.5% |
| 30D | +9.4% | -6.6% | +16.0% | +9.4% |
| 3M | -13.7% | -12.1% | -1.6% | -15.8% |
| 6M | +28.9% | +78.7% | -49.8% | +8.5% |
| YTD | +4.7% | +321.5% | -316.7% | -26.2% |
| 1Y | +13.5% | +2,166.8% | -2,153.3% | -41.1% |
| 3Y | +77.1% | +2,807.6% | -2,730.5% | -25.2% |
| 5Y | +38.9% | +651.5% | -612.6% | -26.5% |
| 10Y | +281.8% | +1,560.5% | -1,278.7% | +60.4% |
| All | +281.8% | +1,517.6% | -1,235.8% | +60.4% |
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 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