+52.5%
SOXX vs AXTI
+504.8%
-452.3%
-31.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AXTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -7.4% | +4.2% | -2.0% |
| 7D | -13.7% | -26.2% | +12.5% | -9.8% |
| 30D | -23.6% | -45.1% | +21.5% | -17.1% |
| 3M | -16.9% | -27.2% | +10.3% | -14.2% |
| 6M | -2.4% | -55.2% | +52.7% | +2.6% |
| YTD | +49.8% | +190.8% | -140.9% | +24.3% |
| 1Y | +52.5% | +456.7% | -404.2% | +5.9% |
| All | +52.5% | +504.8% | -452.3% | +5.9% |
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