+351.7%
T vs AXTI
+298.5%
+53.2%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AXTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -3.9% | +3.9% | +0.1% |
| 7D | +2.5% | +7.6% | -5.1% | +2.2% |
| 30D | -3.8% | -32.1% | +28.3% | -3.0% |
| 3M | -8.7% | -46.0% | +37.2% | -7.7% |
| 6M | -8.1% | -65.7% | +57.6% | -6.7% |
| YTD | -6.4% | +155.9% | -162.4% | -14.0% |
| 1Y | -9.8% | +300.8% | -310.5% | -18.8% |
| 3Y | +65.5% | +1,981.6% | -1,916.1% | +31.8% |
| 5Y | +57.0% | +359.3% | -302.3% | +32.4% |
| 10Y | +60.8% | +780.8% | -720.0% | +24.6% |
| All | +351.7% | +298.5% | +53.2% | +171.3% |
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