+1,693.0%
TER vs AXTI
+314.7%
+1,378.3%
-97.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AXTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -7.3% | +6.5% | +0.7% |
| 7D | +24.0% | +18.6% | +5.4% | +19.6% |
| 30D | -30.6% | -32.6% | +2.0% | -25.2% |
| 3M | -34.5% | -44.5% | +10.0% | -27.1% |
| 6M | -26.4% | -64.6% | +38.2% | -14.7% |
| YTD | +36.4% | +166.3% | -129.9% | -2.9% |
| 1Y | +47.4% | +296.5% | -249.1% | -4.0% |
| 3Y | +202.6% | +2,099.0% | -1,896.4% | +15.0% |
| 5Y | +83.9% | +377.9% | -294.0% | -7.7% |
| 10Y | +1,068.0% | +816.6% | +251.3% | +344.3% |
| All | +1,693.0% | +314.7% | +1,378.3% | +342.6% |
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