+1,455.3%
XLK vs AXTI
+748.5%
+706.8%
-82.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AXTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -6.1% | +4.7% | -0.7% |
| 7D | -0.4% | +15.1% | -15.5% | -2.2% |
| 30D | -0.5% | -12.3% | +11.8% | +0.4% |
| 3M | +5.0% | -24.1% | +29.1% | +4.8% |
| 6M | +32.9% | +46.0% | -13.2% | +17.8% |
| YTD | +29.0% | +295.7% | -266.8% | -2.2% |
| 1Y | +37.8% | +1,825.6% | -1,787.8% | -15.8% |
| 3Y | +118.7% | +2,630.0% | -2,511.3% | +13.5% |
| 5Y | +145.6% | +601.0% | -455.4% | +46.9% |
| 10Y | +791.5% | +1,459.0% | -667.5% | +328.5% |
| All | +1,455.3% | +748.5% | +706.8% | +476.3% |
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