+96.2%
SMH vs AXTI
+1,914.4%
-1,818.2%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AXTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +9.7% | -7.1% | +1.5% |
| 7D | +2.5% | +5.1% | -2.6% | +1.9% |
| 30D | -0.5% | -10.2% | +9.7% | 0.0% |
| 3M | -9.6% | -41.8% | +32.2% | -7.5% |
| 6M | +42.1% | +57.5% | -15.5% | +27.7% |
| YTD | +57.4% | +277.0% | -219.6% | +24.9% |
| 1Y | +96.2% | +1,982.4% | -1,886.2% | +26.9% |
| All | +96.2% | +1,914.4% | -1,818.2% | +26.9% |
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 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