+65.5%
T vs AXTI
+2,013.1%
-1,947.6%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AXTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -3.9% | +3.9% | -0.1% |
| 7D | +2.5% | +7.6% | -5.1% | +2.7% |
| 30D | -3.8% | -32.1% | +28.3% | -4.2% |
| 3M | -8.7% | -46.0% | +37.2% | -9.2% |
| 6M | -8.1% | -65.7% | +57.6% | -8.5% |
| YTD | -6.4% | +155.9% | -162.4% | -4.2% |
| 1Y | -9.8% | +300.8% | -310.5% | -7.1% |
| 3Y | +65.5% | +1,981.6% | -1,916.1% | +73.5% |
| All | +65.5% | +2,013.1% | -1,947.6% | +73.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling