+229.2%
TER vs AXTI
+1,805.0%
-1,575.8%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AXTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.1% | +2.5% | +2.6% |
| 7D | +6.4% | +5.1% | +1.3% | +5.2% |
| 30D | -5.7% | -17.5% | +11.8% | -2.2% |
| 3M | -0.4% | -26.7% | +26.3% | +1.2% |
| 6M | +25.8% | +36.8% | -10.9% | +7.8% |
| YTD | +96.4% | +296.1% | -199.7% | +30.7% |
| 1Y | +229.2% | +1,810.6% | -1,581.4% | +38.1% |
| All | +229.2% | +1,805.0% | -1,575.8% | +38.1% |
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