+415.5%
T vs AXTI
+562.5%
-146.9%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | AXTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +12.8% | -13.2% | -0.8% |
| 7D | -1.5% | +24.0% | -25.5% | -2.3% |
| 30D | +7.6% | -21.5% | +29.1% | +8.2% |
| 3M | +15.3% | -23.4% | +38.7% | +14.9% |
| 6M | -8.5% | +114.9% | -123.4% | -13.5% |
| YTD | +6.8% | +325.4% | -318.7% | -2.9% |
| 1Y | -7.2% | +2,136.7% | -2,143.9% | -22.0% |
| 3Y | +108.2% | +2,835.0% | -2,726.8% | +65.3% |
| 5Y | +66.1% | +652.8% | -586.8% | +38.4% |
| 10Y | +65.3% | +1,513.9% | -1,448.6% | +26.0% |
| All | +415.5% | +562.5% | -146.9% | +206.3% |
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 1990-01-01 to 2026-09-08: 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling