+2,436.6%
AXTI vs BURL
+1,051.1%
+1,385.5%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BURL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.7% | +2.6% | +7.1% | +8.9% |
| 7D | +5.1% | -2.8% | +7.9% | +5.9% |
| 30D | -10.2% | -28.2% | +18.0% | -1.3% |
| 3M | -41.8% | -17.6% | -24.3% | -39.2% |
| 6M | +57.5% | -11.8% | +69.3% | +59.7% |
| YTD | +277.0% | -8.1% | +285.1% | +279.2% |
| 1Y | +1,982.4% | -12.0% | +1,994.4% | +2,010.8% |
| 3Y | +2,234.8% | +63.3% | +2,171.5% | +1,866.9% |
| 5Y | +528.3% | -10.8% | +539.2% | +499.0% |
| 10Y | +1,310.5% | +215.9% | +1,094.6% | +984.3% |
| All | +2,436.6% | +1,051.1% | +1,385.5% | +1,714.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling