+23.9%
VZ vs AXTI
+301.1%
-277.2%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AXTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -8.4% | +8.9% | +0.4% |
| 7D | +2.4% | -23.4% | +25.8% | +2.0% |
| 30D | +11.2% | -42.6% | +53.8% | +10.5% |
| 3M | 0.0% | -46.7% | +46.7% | -0.6% |
| 6M | +1.3% | -66.2% | +67.5% | +1.3% |
| YTD | +21.3% | +140.4% | -119.2% | +21.7% |
| 1Y | +23.9% | +276.5% | -252.6% | +29.8% |
| All | +23.9% | +301.1% | -277.2% | +29.8% |
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