+1,817.6%
SMH vs AXTI
+1,483.6%
+334.0%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.1% | +1.4% | +1.5% |
| 7D | +0.3% | +5.1% | -4.8% | -0.7% |
| 30D | -2.8% | -17.5% | +14.7% | -0.5% |
| 3M | -6.7% | -26.7% | +20.0% | -6.0% |
| 6M | +41.8% | +36.8% | +5.0% | +21.8% |
| YTD | +57.9% | +296.1% | -238.3% | +7.3% |
| 1Y | +87.6% | +1,810.6% | -1,723.0% | -7.2% |
| 3Y | +282.9% | +2,587.6% | -2,304.6% | +47.5% |
| 5Y | +330.4% | +601.7% | -271.3% | +113.9% |
| All | +1,817.6% | +1,483.6% | +334.0% | +607.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling