+277.2%
TER vs AXTI
+2,786.3%
-2,509.1%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AXTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +12.8% | -8.6% | +2.1% |
| 7D | +11.0% | +24.0% | -13.0% | +7.0% |
| 30D | -1.9% | -21.5% | +19.6% | +1.5% |
| 3M | -0.7% | -23.4% | +22.7% | 0.0% |
| 6M | +36.4% | +114.9% | -78.5% | +13.9% |
| YTD | +92.4% | +325.4% | -233.0% | +43.1% |
| 1Y | +213.5% | +2,136.7% | -1,923.1% | +86.5% |
| 3Y | +277.2% | +2,835.0% | -2,557.8% | +115.1% |
| All | +277.2% | +2,786.3% | -2,509.1% | +115.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling