+152.0%
QQQM vs AXTI
+934.7%
-782.6%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +16.3% | -0.2% |
| 3M | -0.1% | -26.7% | +26.6% | -0.1% |
| 6M | +18.0% | +36.8% | -18.8% | +8.7% |
| YTD | +16.7% | +296.1% | -279.5% | -4.9% |
| 1Y | +23.0% | +1,810.6% | -1,787.6% | -15.6% |
| 3Y | +93.3% | +2,587.6% | -2,494.2% | +15.0% |
| 5Y | +96.3% | +601.7% | -505.5% | +37.1% |
| All | +152.0% | +934.7% | -782.6% | +68.3% |
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 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