+2,759.3%
AXTI vs BUD
+44.4%
+2,714.9%
-78.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.2% | +1.3% | -1.1% |
| 7D | +21.0% | -1.3% | +22.3% | +20.9% |
| 30D | -6.6% | -6.1% | -0.5% | -6.8% |
| 3M | -12.1% | -3.8% | -8.3% | -12.3% |
| 6M | +78.7% | +8.2% | +70.5% | +75.5% |
| YTD | +321.5% | +23.6% | +297.9% | +300.6% |
| 1Y | +2,166.8% | +33.4% | +2,133.3% | +2,005.7% |
| All | +2,759.3% | +44.4% | +2,714.9% | +2,475.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling