+12.3%
QQQ vs AXTI
+504.8%
-492.6%
-11.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AXTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -7.4% | +8.4% | +1.4% |
| 7D | -4.6% | -26.2% | +21.5% | -3.0% |
| 30D | -8.5% | -45.1% | +36.6% | -5.7% |
| 3M | -4.3% | -27.2% | +22.9% | -3.5% |
| 6M | +3.1% | -55.2% | +58.2% | +4.5% |
| YTD | +13.0% | +190.8% | -177.7% | +2.2% |
| 1Y | +12.3% | +456.7% | -444.4% | -7.3% |
| All | +12.3% | +504.8% | -492.6% | -7.3% |
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 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