+743.4%
AXTI vs AU
+686.2%
+57.1%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.5% | -0.4% | 0.0% |
| 7D | +5.1% | -4.3% | +9.3% | +6.3% |
| 30D | -17.5% | +7.3% | -24.8% | -19.2% |
| 3M | -26.7% | +26.3% | -53.0% | -30.9% |
| 6M | +36.8% | +1.8% | +35.0% | +33.4% |
| YTD | +296.1% | +26.8% | +269.3% | +267.0% |
| 1Y | +1,810.6% | +66.7% | +1,743.9% | +1,580.2% |
| 3Y | +2,587.6% | +579.1% | +2,008.5% | +1,600.4% |
| All | +743.4% | +686.2% | +57.1% | +376.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AU.
Daily Out/Under-Performance
Portfolio return minus AU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AU 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 AU 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