-4.1%
TLT vs AXTI
-67.8%
+63.6%
-10.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | AXTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -3.9% | +3.5% | -0.5% |
| 7D | -3.1% | +7.6% | -10.7% | -3.0% |
| 30D | +1.0% | -32.1% | +33.1% | +0.8% |
| 3M | -2.7% | -46.0% | +43.3% | -3.1% |
| 6M | -4.1% | -65.7% | +61.5% | -4.9% |
| All | -4.1% | -67.8% | +63.6% | -4.9% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling