+36.2%
QCOM vs AXTI
+624.6%
-588.4%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AXTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +12.8% | -9.7% | +1.6% |
| 7D | +5.1% | +24.0% | -18.9% | +2.2% |
| 30D | +4.3% | -21.5% | +25.7% | +6.4% |
| 3M | -19.6% | -23.4% | +3.8% | -19.9% |
| 6M | +29.5% | +114.9% | -85.4% | +8.7% |
| YTD | +3.4% | +325.4% | -322.1% | -24.4% |
| 1Y | +10.9% | +2,136.7% | -2,125.8% | -39.0% |
| 3Y | +74.8% | +2,835.0% | -2,760.2% | -22.7% |
| 5Y | +36.2% | +652.8% | -616.6% | -17.3% |
| All | +36.2% | +624.6% | -588.4% | -17.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling