+1,596.4%
TER vs AXTI
+298.5%
+1,297.9%
-97.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AXTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -3.9% | -1.5% | -4.6% |
| 7D | +14.4% | +7.6% | +6.7% | +12.6% |
| 30D | -30.6% | -32.1% | +1.5% | -25.2% |
| 3M | -39.2% | -46.0% | +6.8% | -31.9% |
| 6M | -31.3% | -65.7% | +34.4% | -19.8% |
| YTD | +29.1% | +155.9% | -126.8% | -7.4% |
| 1Y | +47.4% | +300.8% | -253.3% | -4.1% |
| 3Y | +191.2% | +1,981.6% | -1,790.4% | +11.9% |
| 5Y | +74.0% | +359.3% | -285.3% | -12.0% |
| 10Y | +1,005.1% | +780.8% | +224.2% | +323.9% |
| All | +1,596.4% | +298.5% | +1,297.9% | +322.3% |
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