+651.5%
AXTI vs BUD
+44.7%
+606.8%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.2% | +1.3% | -0.5% |
| 7D | +21.0% | -1.3% | +22.3% | +21.3% |
| 30D | -6.6% | -6.1% | -0.5% | -5.6% |
| 3M | -12.1% | -3.8% | -8.3% | -12.3% |
| 6M | +78.7% | +8.2% | +70.5% | +71.2% |
| YTD | +321.5% | +23.6% | +297.9% | +282.4% |
| 1Y | +2,166.8% | +33.4% | +2,133.3% | +1,884.4% |
| 3Y | +2,807.6% | +45.3% | +2,762.3% | +2,288.8% |
| 5Y | +651.5% | +44.3% | +607.2% | +533.1% |
| All | +651.5% | +44.7% | +606.8% | +533.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling