+379.1%
V vs AXTI
+1,483.6%
-1,104.5%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.1% | +0.8% | +0.9% |
| 7D | -1.2% | +5.1% | -6.3% | -1.5% |
| 30D | +3.1% | -17.5% | +20.5% | +3.7% |
| 3M | +16.3% | -26.7% | +43.0% | +16.1% |
| 6M | +20.4% | +36.8% | -16.4% | +12.4% |
| YTD | +6.3% | +296.1% | -289.9% | -10.0% |
| 1Y | +8.7% | +1,810.6% | -1,801.9% | -19.9% |
| 3Y | +53.3% | +2,587.6% | -2,534.2% | -0.1% |
| 5Y | +71.1% | +601.7% | -530.7% | +25.8% |
| All | +379.1% | +1,483.6% | -1,104.5% | +176.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling