+2,587.6%
AXTI vs DUK
+47.2%
+2,540.4%
-78.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DUK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | 0.0% | +0.1% | +0.1% |
| 7D | +5.1% | -0.7% | +5.7% | +4.4% |
| 30D | -17.5% | -2.4% | -15.0% | -19.0% |
| 3M | -26.7% | -3.0% | -23.7% | -27.7% |
| 6M | +36.8% | -6.6% | +43.3% | +32.9% |
| YTD | +296.1% | +4.6% | +291.6% | +311.6% |
| 1Y | +1,810.6% | +1.2% | +1,809.4% | +1,855.9% |
| 3Y | +2,587.6% | +45.7% | +2,541.9% | +2,654.0% |
| All | +2,587.6% | +47.2% | +2,540.4% | +2,654.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling