+1,982.4%
AXTI vs DUK
+1.8%
+1,980.6%
-73.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DUK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.7% | -1.0% | +10.7% | +8.0% |
| 7D | +5.1% | 0.0% | +5.2% | +5.3% |
| 30D | -10.2% | -1.7% | -8.5% | -13.3% |
| 3M | -41.8% | -0.4% | -41.4% | -41.3% |
| 6M | +57.5% | -7.2% | +64.8% | +47.8% |
| YTD | +277.0% | +5.3% | +271.8% | +334.2% |
| 1Y | +1,982.4% | +3.0% | +1,979.5% | +2,080.2% |
| All | +1,982.4% | +1.8% | +1,980.6% | +2,080.2% |
Cumulative growth
Daily Returns
Daily percentage return beside DUK.
Daily Out/Under-Performance
Portfolio return minus DUK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DUK 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 DUK 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