+374.8%
AXTI vs BURL
-7.5%
+382.3%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BURL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.3% | -1.7% | -5.6% | -6.7% |
| 7D | +18.6% | +0.4% | +18.1% | +18.6% |
| 30D | -32.6% | -4.3% | -28.3% | -31.7% |
| 3M | -44.5% | -28.8% | -15.7% | -38.2% |
| 6M | -64.6% | -12.8% | -51.8% | -64.1% |
| YTD | +166.3% | -12.8% | +179.1% | +170.8% |
| 1Y | +296.5% | -12.3% | +308.8% | +299.8% |
| 3Y | +2,099.0% | +92.7% | +2,006.3% | +1,634.2% |
| All | +374.8% | -7.5% | +382.3% | +389.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling