+2,550.6%
SOXX vs AXTI
+152.5%
+2,398.1%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AXTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.1% | +1.8% | +1.8% |
| 7D | +1.4% | +5.1% | -3.7% | +0.4% |
| 30D | -3.6% | -17.5% | +13.9% | -1.2% |
| 3M | -10.2% | -26.7% | +16.5% | -9.1% |
| 6M | +54.2% | +36.8% | +17.5% | +33.0% |
| YTD | +75.2% | +296.1% | -220.9% | +19.9% |
| 1Y | +107.5% | +1,810.6% | -1,703.1% | +4.7% |
| 3Y | +226.8% | +2,587.6% | -2,360.8% | +31.9% |
| 5Y | +251.2% | +601.7% | -350.5% | +74.7% |
| 10Y | +1,567.6% | +1,460.7% | +106.9% | +527.6% |
| All | +2,550.6% | +152.5% | +2,398.1% | +1,325.4% |
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