+2,136.7%
AXTI vs BURL
-12.4%
+2,149.0%
-73.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BURL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.8% | -3.7% | +16.6% | +13.7% |
| 7D | +24.0% | -2.6% | +26.5% | +24.5% |
| 30D | -21.5% | -30.8% | +9.3% | -15.1% |
| 3M | -23.4% | -18.7% | -4.7% | -22.4% |
| 6M | +114.9% | -16.4% | +131.3% | +111.9% |
| YTD | +325.4% | -11.6% | +337.0% | +317.9% |
| 1Y | +2,136.7% | -12.0% | +2,148.7% | +1,812.5% |
| All | +2,136.7% | -12.4% | +2,149.0% | +1,812.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling