+379.8%
AXTI vs AU
+755.5%
-375.7%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.5% | -0.4% | +0.1% |
| 7D | +5.1% | -4.3% | +9.3% | +5.5% |
| 30D | -17.5% | +7.3% | -24.8% | -18.1% |
| 3M | -26.7% | +26.3% | -53.0% | -28.2% |
| 6M | +36.8% | +1.8% | +35.0% | +35.8% |
| YTD | +296.1% | +26.8% | +269.3% | +286.1% |
| 1Y | +1,810.6% | +66.7% | +1,743.9% | +1,725.9% |
| 3Y | +2,587.6% | +579.1% | +2,008.5% | +2,190.8% |
| 5Y | +601.7% | +689.3% | -87.6% | +487.0% |
| 10Y | +1,460.7% | +686.6% | +774.1% | +1,166.3% |
| All | +379.8% | +755.5% | -375.7% | +370.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling