+108.3%
V vs AXTI
+352.8%
-244.5%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AXTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -3.9% | +5.2% | +1.4% |
| 7D | +0.9% | +7.6% | -6.7% | +0.7% |
| 30D | +9.0% | -32.1% | +41.0% | +9.5% |
| 3M | +16.7% | -46.0% | +62.7% | +17.6% |
| 6M | +33.4% | -65.7% | +99.1% | +35.2% |
| YTD | +22.4% | +155.9% | -133.5% | +10.9% |
| 1Y | +27.7% | +300.8% | -273.1% | +12.8% |
| 3Y | +78.0% | +1,981.6% | -1,903.6% | +31.0% |
| All | +108.3% | +352.8% | -244.5% | +90.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling