+327.7%
VZ vs AXTI
+274.4%
+53.4%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AXTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -8.4% | +8.9% | +0.8% |
| 7D | +2.4% | -23.4% | +25.8% | +2.9% |
| 30D | +11.2% | -42.6% | +53.8% | +12.5% |
| 3M | 0.0% | -46.7% | +46.7% | +1.0% |
| 6M | +1.3% | -66.2% | +67.5% | +2.6% |
| YTD | +21.3% | +140.4% | -119.2% | +13.7% |
| 1Y | +23.9% | +276.5% | -252.6% | +14.3% |
| 3Y | +57.7% | +1,885.4% | -1,827.7% | +32.2% |
| 5Y | +21.2% | +350.3% | -329.1% | +6.2% |
| 10Y | +70.6% | +702.2% | -631.7% | +39.1% |
| All | +327.7% | +274.4% | +53.4% | +191.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling