+70.3%
T vs AXTI
+1,483.6%
-1,413.4%
-39.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.1% | +1.9% | +2.0% |
| 7D | +1.5% | +5.1% | -3.6% | +1.4% |
| 30D | +7.5% | -17.5% | +24.9% | +7.7% |
| 3M | +14.8% | -26.7% | +41.5% | +14.9% |
| 6M | -1.7% | +36.8% | -38.5% | -3.8% |
| YTD | +8.7% | +296.1% | -287.5% | +2.7% |
| 1Y | -7.5% | +1,810.6% | -1,818.1% | -17.2% |
| 3Y | +110.2% | +2,587.6% | -2,477.3% | +77.7% |
| 5Y | +71.6% | +601.7% | -530.1% | +53.1% |
| All | +70.3% | +1,483.6% | -1,413.4% | +38.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling