+52.6%
V vs AXTI
+2,822.7%
-2,770.1%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AXTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +12.8% | -14.6% | -1.8% |
| 7D | -1.1% | +24.0% | -25.1% | -1.2% |
| 30D | +1.9% | -21.5% | +23.4% | +2.0% |
| 3M | +15.5% | -23.4% | +38.9% | +15.7% |
| 6M | +16.6% | +114.9% | -98.3% | +13.5% |
| YTD | +5.7% | +325.4% | -319.7% | +0.8% |
| 1Y | +8.6% | +2,136.7% | -2,128.1% | -1.2% |
| All | +52.6% | +2,822.7% | -2,770.1% | +37.1% |
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