+216.4%
TER vs AXTI
+614.9%
-398.5%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AXTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.1% | +2.5% | +2.6% |
| 7D | +6.4% | +5.1% | +1.3% | +5.3% |
| 30D | -5.7% | -17.5% | +11.8% | -2.5% |
| 3M | -0.4% | -26.7% | +26.3% | +1.7% |
| 6M | +25.8% | +36.8% | -10.9% | +8.5% |
| YTD | +96.4% | +296.1% | -199.7% | +33.9% |
| 1Y | +229.2% | +1,810.6% | -1,581.4% | +64.3% |
| 3Y | +288.1% | +2,587.6% | -2,299.4% | +49.9% |
| All | +216.4% | +614.9% | -398.5% | +69.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling