+1,547.1%
QQQ vs AXTI
+268.4%
+1,278.7%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AXTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -6.1% | +5.0% | -0.3% |
| 7D | -1.3% | +15.1% | -16.4% | -3.1% |
| 30D | -1.4% | -12.3% | +10.9% | -0.6% |
| 3M | +2.3% | -24.1% | +26.4% | +1.8% |
| 6M | +16.9% | +46.0% | -29.2% | +2.7% |
| YTD | +15.6% | +295.7% | -280.1% | -13.7% |
| 1Y | +22.6% | +1,825.6% | -1,803.0% | -27.2% |
| 3Y | +93.5% | +2,630.0% | -2,536.4% | -3.7% |
| 5Y | +93.9% | +601.0% | -507.1% | +12.2% |
| 10Y | +564.6% | +1,459.0% | -894.5% | +201.1% |
| All | +1,547.1% | +268.4% | +1,278.7% | +535.8% |
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