+29.3%
V vs AXTI
+504.8%
-475.5%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AXTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | -7.4% | +11.2% | +3.7% |
| 7D | +9.0% | -26.2% | +35.1% | +8.3% |
| 30D | +18.1% | -45.1% | +63.2% | +16.8% |
| 3M | +18.3% | -27.2% | +45.5% | +17.9% |
| 6M | +34.1% | -55.2% | +89.2% | +33.9% |
| YTD | +25.2% | +190.8% | -165.5% | +21.3% |
| 1Y | +29.3% | +456.7% | -427.4% | +25.4% |
| All | +29.3% | +504.8% | -475.5% | +25.4% |
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