-2.1%
TLT vs AXTI
+2,618.5%
-2,620.6%
-14.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AXTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -6.1% | +4.9% | -1.2% |
| 7D | -1.6% | +15.1% | -16.7% | -1.5% |
| 30D | -1.3% | -12.3% | +11.0% | -1.4% |
| 3M | -3.7% | -24.1% | +20.4% | -3.7% |
| 6M | -6.4% | +46.0% | -52.4% | -6.2% |
| YTD | -4.5% | +295.7% | -300.2% | -4.1% |
| 1Y | -5.9% | +1,825.6% | -1,831.5% | -5.4% |
| All | -2.1% | +2,618.5% | -2,620.6% | -5.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling