+1,270.6%
SMH vs AXTI
+81.9%
+1,188.6%
-85.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AXTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.9% | +1.0% | +0.3% |
| 7D | +4.3% | +21.0% | -16.7% | +0.7% |
| 30D | +0.9% | -6.6% | +7.5% | +1.2% |
| 3M | -2.8% | -12.1% | +9.2% | -5.2% |
| 6M | +45.6% | +78.7% | -33.1% | +17.5% |
| YTD | +59.5% | +321.5% | -262.0% | +4.6% |
| 1Y | +93.4% | +2,166.8% | -2,073.3% | -10.2% |
| 3Y | +287.1% | +2,807.6% | -2,520.5% | +43.4% |
| 5Y | +338.0% | +651.5% | -313.4% | +103.1% |
| 10Y | +1,876.8% | +1,560.5% | +316.3% | +570.0% |
| All | +1,270.6% | +81.9% | +1,188.6% | +405.0% |
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