+57.8%
T vs AXTI
+352.8%
-295.0%
-32.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AXTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -3.9% | +3.9% | 0.0% |
| 7D | +2.5% | +7.6% | -5.1% | +2.6% |
| 30D | -3.8% | -32.1% | +28.3% | -3.8% |
| 3M | -8.7% | -46.0% | +37.2% | -8.8% |
| 6M | -8.1% | -65.7% | +57.6% | -7.8% |
| YTD | -6.4% | +155.9% | -162.4% | -8.2% |
| 1Y | -9.8% | +300.8% | -310.5% | -12.0% |
| 3Y | +65.5% | +1,981.6% | -1,916.1% | +48.1% |
| All | +57.8% | +352.8% | -295.0% | +50.9% |
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 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