+81.4%
VZ vs AXTI
+2,355.8%
-2,274.4%
-17.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AXTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +9.7% | -10.6% | -0.8% |
| 7D | +0.1% | +5.1% | -5.1% | +0.1% |
| 30D | +7.9% | -10.2% | +18.1% | +7.9% |
| 3M | +13.6% | -41.8% | +55.5% | +13.7% |
| 6M | +1.1% | +57.5% | -56.4% | +2.1% |
| YTD | +29.3% | +277.0% | -247.7% | +31.9% |
| 1Y | +21.2% | +1,982.4% | -1,961.2% | +26.9% |
| All | +81.4% | +2,355.8% | -2,274.4% | +91.9% |
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 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