+4,764.3%
AXTI vs BUD
+198.8%
+4,565.6%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.8% | -0.8% | +13.6% | +13.2% |
| 7D | +24.0% | +0.8% | +23.2% | +23.5% |
| 30D | -21.5% | -4.8% | -16.7% | -20.1% |
| 3M | -23.4% | +1.4% | -24.7% | -25.7% |
| 6M | +114.9% | +9.9% | +105.0% | +99.4% |
| YTD | +325.4% | +26.3% | +299.1% | +265.5% |
| 1Y | +2,136.7% | +36.1% | +2,100.5% | +1,734.1% |
| 3Y | +2,835.0% | +48.6% | +2,786.4% | +2,134.7% |
| 5Y | +652.8% | +45.0% | +607.8% | +467.6% |
| 10Y | +1,513.9% | -23.1% | +1,537.0% | +1,433.5% |
| All | +4,764.3% | +198.8% | +4,565.6% | +1,885.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling