-5.6%
TLT vs AXTI
+504.8%
-510.4%
-12.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AXTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -7.4% | +8.2% | +0.8% |
| 7D | +1.0% | -26.2% | +27.1% | +0.8% |
| 30D | +6.0% | -45.1% | +51.2% | +5.8% |
| 3M | -0.9% | -27.2% | +26.3% | -1.0% |
| 6M | -2.3% | -55.2% | +52.9% | -2.5% |
| YTD | -3.3% | +190.8% | -194.1% | -2.6% |
| 1Y | -5.6% | +456.7% | -462.3% | -4.5% |
| All | -5.6% | +504.8% | -510.4% | -4.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling