+199.8%
TER vs AXTI
+1,914.4%
-1,714.6%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AXTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +9.7% | -4.2% | +3.4% |
| 7D | +0.6% | +5.1% | -4.6% | -0.5% |
| 30D | -8.3% | -10.2% | +1.8% | -7.1% |
| 3M | -12.2% | -41.8% | +29.6% | -7.2% |
| 6M | +17.0% | +57.5% | -40.5% | -3.0% |
| YTD | +84.6% | +277.0% | -192.4% | +23.5% |
| 1Y | +199.8% | +1,982.4% | -1,782.6% | +20.4% |
| All | +199.8% | +1,914.4% | -1,714.6% | +20.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling