+95.7%
QQQ vs AXTI
+614.9%
-519.2%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AXTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.1% | +0.8% | +0.9% |
| 7D | -0.6% | +5.1% | -5.6% | -1.0% |
| 30D | -1.2% | -17.5% | +16.2% | -0.2% |
| 3M | -0.2% | -26.7% | +26.5% | -0.2% |
| 6M | +17.9% | +36.8% | -18.8% | +8.7% |
| YTD | +16.6% | +296.1% | -279.5% | -5.1% |
| 1Y | +23.0% | +1,810.6% | -1,787.6% | -16.2% |
| 3Y | +92.9% | +2,587.6% | -2,494.6% | +12.4% |
| All | +95.7% | +614.9% | -519.2% | +41.9% |
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