+417.2%
T vs AXTI
+487.0%
-69.9%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AXTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +9.7% | -11.6% | -2.3% |
| 7D | -1.3% | +5.1% | -6.4% | -1.5% |
| 30D | +11.4% | -10.2% | +21.5% | +11.4% |
| 3M | +14.3% | -41.8% | +56.1% | +15.0% |
| 6M | -9.3% | +57.5% | -66.8% | -13.3% |
| YTD | +7.1% | +277.0% | -269.9% | -2.1% |
| 1Y | -9.1% | +1,982.4% | -1,991.5% | -23.3% |
| 3Y | +105.3% | +2,234.8% | -2,129.5% | +64.5% |
| 5Y | +66.8% | +528.3% | -461.5% | +40.1% |
| 10Y | +66.8% | +1,310.5% | -1,243.7% | +27.8% |
| All | +417.2% | +487.0% | -69.9% | +208.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling