+67.7%
V vs AXTI
+651.5%
-583.7%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AXTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.9% | +0.6% | -0.3% |
| 7D | -2.9% | +21.0% | -23.9% | -3.4% |
| 30D | +1.9% | -6.6% | +8.5% | +1.8% |
| 3M | +13.2% | -12.1% | +25.3% | +12.6% |
| 6M | +16.7% | +78.7% | -62.0% | +10.8% |
| YTD | +5.4% | +321.5% | -316.1% | -5.2% |
| 1Y | +7.7% | +2,166.8% | -2,159.1% | -12.5% |
| 3Y | +52.0% | +2,807.6% | -2,755.6% | +13.3% |
| 5Y | +67.7% | +651.5% | -583.7% | +43.4% |
| All | +67.7% | +651.5% | -583.7% | +43.4% |
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 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