+1,470.4%
AXTI vs BUD
-22.8%
+1,493.2%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | -0.4% | -5.7% | -5.9% |
| 7D | +15.1% | -3.2% | +18.3% | +16.7% |
| 30D | -12.3% | -3.7% | -8.6% | -11.4% |
| 3M | -24.1% | -4.4% | -19.7% | -24.2% |
| 6M | +46.0% | +7.7% | +38.3% | +37.0% |
| YTD | +295.7% | +23.1% | +272.7% | +244.8% |
| 1Y | +1,825.6% | +33.6% | +1,792.0% | +1,495.8% |
| 3Y | +2,630.0% | +44.7% | +2,585.3% | +2,004.1% |
| 5Y | +601.0% | +44.9% | +556.0% | +427.2% |
| All | +1,470.4% | -22.8% | +1,493.2% | +1,190.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 10y: compounded portfolio wealth divided by compounded BUD 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…
10y analysis · Full analysis span regression · 6 months rolling