+702.2%
AXTI vs BURL
+247.8%
+454.4%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BURL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.4% | -1.3% | -7.1% | -8.0% |
| 7D | -23.4% | +5.9% | -29.3% | -24.9% |
| 30D | -42.6% | -8.3% | -34.3% | -41.0% |
| 3M | -46.7% | -31.6% | -15.1% | -39.9% |
| 6M | -66.2% | -16.6% | -49.6% | -65.1% |
| YTD | +140.4% | -12.1% | +152.5% | +144.3% |
| 1Y | +276.5% | -10.0% | +286.5% | +277.2% |
| 3Y | +1,885.4% | +94.3% | +1,791.1% | +1,421.1% |
| 5Y | +350.3% | -13.2% | +363.5% | +332.1% |
| 10Y | +702.2% | +252.5% | +449.7% | +555.2% |
| All | +702.2% | +247.8% | +454.4% | +555.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BURL.
Daily Out/Under-Performance
Portfolio return minus BURL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BURL 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 BURL 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