+148.7%
XLK vs AXTI
+614.9%
-466.2%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AXTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.1% | +1.2% | +1.3% |
| 7D | +0.2% | +5.1% | -4.9% | -0.4% |
| 30D | -0.6% | -17.5% | +16.8% | +0.7% |
| 3M | +2.6% | -26.7% | +29.2% | +2.7% |
| 6M | +34.0% | +36.8% | -2.8% | +22.3% |
| YTD | +30.7% | +296.1% | -265.5% | +3.6% |
| 1Y | +39.2% | +1,810.6% | -1,771.4% | -9.3% |
| 3Y | +120.4% | +2,587.6% | -2,467.1% | +22.2% |
| All | +148.7% | +614.9% | -466.2% | +72.2% |
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