+8,442.6%
QCOM vs AXTI
+347.3%
+8,095.3%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AXTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +19.5% | -17.7% | -1.0% |
| 7D | +2.0% | -1.2% | +3.2% | +1.6% |
| 30D | +1.2% | -24.2% | +25.4% | +4.2% |
| 3M | +9.1% | -36.3% | +45.5% | +13.4% |
| 6M | -25.0% | -62.7% | +37.7% | -19.4% |
| YTD | +4.8% | +187.3% | -182.4% | -22.7% |
| 1Y | +3.6% | +344.8% | -341.2% | -29.2% |
| 3Y | +51.5% | +2,272.2% | -2,220.7% | -31.0% |
| 5Y | +19.7% | +419.6% | -399.9% | -33.0% |
| 10Y | +245.8% | +888.8% | -643.0% | +54.4% |
| All | +8,442.6% | +347.3% | +8,095.3% | +2,355.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling