+2,587.6%
AXTI vs AUR
+84.2%
+2,503.3%
-78.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AUR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.6% | -1.5% | -0.4% |
| 7D | +5.1% | +1.4% | +3.7% | +4.7% |
| 30D | -17.5% | -6.4% | -11.1% | -15.7% |
| 3M | -26.7% | +7.7% | -34.4% | -27.2% |
| 6M | +36.8% | +44.5% | -7.7% | +23.6% |
| YTD | +296.1% | +67.4% | +228.7% | +241.8% |
| 1Y | +1,810.6% | +15.4% | +1,795.2% | +1,715.4% |
| 3Y | +2,587.6% | +94.8% | +2,492.7% | +1,590.2% |
| All | +2,587.6% | +84.2% | +2,503.3% | +1,590.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AUR.
Daily Out/Under-Performance
Portfolio return minus AUR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AUR 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 3y: compounded portfolio wealth divided by compounded AUR 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…
3y analysis · Full analysis span regression · 6 months rolling