+68.3%
T vs AXTI
+598.0%
-529.7%
-32.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AXTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -6.1% | +7.7% | +1.6% |
| 7D | -2.4% | +15.1% | -17.6% | -2.5% |
| 30D | +4.3% | -12.3% | +16.6% | +4.3% |
| 3M | +11.6% | -24.1% | +35.7% | +11.7% |
| 6M | -5.6% | +46.0% | -51.6% | -6.0% |
| YTD | +6.6% | +295.7% | -289.2% | +5.0% |
| 1Y | -8.4% | +1,825.6% | -1,834.0% | -11.9% |
| 3Y | +107.8% | +2,630.0% | -2,522.1% | +90.9% |
| 5Y | +68.3% | +601.0% | -532.7% | +60.1% |
| All | +68.3% | +598.0% | -529.7% | +60.1% |
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