+20.7%
XLK vs AXTI
+504.8%
-484.1%
-15.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AXTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -7.4% | +7.4% | +0.6% |
| 7D | -7.6% | -26.2% | +18.6% | -5.3% |
| 30D | -12.2% | -45.1% | +33.0% | -8.1% |
| 3M | -5.5% | -27.2% | +21.7% | -4.1% |
| 6M | +9.2% | -55.2% | +64.3% | +11.7% |
| YTD | +23.0% | +190.8% | -167.7% | +6.9% |
| 1Y | +20.7% | +456.7% | -436.0% | -6.9% |
| All | +20.7% | +504.8% | -484.1% | -6.9% |
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 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