+2,327.1%
TER vs AXTI
+487.0%
+1,840.0%
-97.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AXTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +9.7% | -4.2% | +3.6% |
| 7D | +0.6% | +5.1% | -4.5% | -0.4% |
| 30D | -8.3% | -10.2% | +1.9% | -7.3% |
| 3M | -12.2% | -41.8% | +29.6% | -5.9% |
| 6M | +17.1% | +57.5% | -40.5% | -3.0% |
| YTD | +84.7% | +277.0% | -192.3% | +23.4% |
| 1Y | +199.9% | +1,982.4% | -1,782.5% | +39.7% |
| 3Y | +232.8% | +2,234.8% | -2,002.1% | +25.8% |
| 5Y | +198.6% | +528.3% | -329.8% | +41.6% |
| 10Y | +1,669.7% | +1,310.5% | +359.2% | +519.1% |
| All | +2,327.1% | +487.0% | +1,840.0% | +462.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling