+247.9%
SOXX vs AXTI
+614.9%
-367.0%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AXTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.1% | +1.8% | +1.8% |
| 7D | +1.4% | +5.1% | -3.7% | +0.5% |
| 30D | -3.6% | -17.5% | +13.9% | -1.4% |
| 3M | -10.2% | -26.7% | +16.5% | -9.3% |
| 6M | +54.2% | +36.8% | +17.5% | +35.2% |
| YTD | +75.2% | +296.1% | -220.9% | +24.1% |
| 1Y | +107.5% | +1,810.6% | -1,703.1% | +9.3% |
| 3Y | +226.8% | +2,587.6% | -2,360.8% | +35.2% |
| All | +247.9% | +614.9% | -367.0% | +101.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling