+995.4%
TER vs AXTI
+771.7%
+223.8%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -3.9% | -1.5% | -4.5% |
| 7D | +14.4% | +7.6% | +6.7% | +12.4% |
| 30D | -30.6% | -32.1% | +1.5% | -24.8% |
| 3M | -39.2% | -46.0% | +6.8% | -31.3% |
| 6M | -31.3% | -65.7% | +34.4% | -19.3% |
| YTD | +29.1% | +155.9% | -126.8% | -9.4% |
| 1Y | +47.4% | +300.8% | -253.3% | -7.1% |
| 3Y | +191.2% | +1,981.6% | -1,790.4% | +0.8% |
| 5Y | +74.0% | +359.3% | -285.3% | -13.9% |
| All | +995.4% | +771.7% | +223.8% | +296.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling