+1,981.6%
AXTI vs BURL
+87.4%
+1,894.2%
-78.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BURL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -3.6% | -0.3% | -2.6% |
| 7D | +7.6% | -1.6% | +9.2% | +8.6% |
| 30D | -32.1% | -7.7% | -24.3% | -30.1% |
| 3M | -46.0% | -31.7% | -14.3% | -38.5% |
| 6M | -65.7% | -15.2% | -50.5% | -65.1% |
| YTD | +155.9% | -15.9% | +171.8% | +161.9% |
| 1Y | +300.8% | -14.2% | +315.0% | +303.0% |
| 3Y | +1,981.6% | +93.5% | +1,888.1% | +1,834.7% |
| All | +1,981.6% | +87.4% | +1,894.2% | +1,834.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling