+508.9%
AXTI vs DUK
+769.0%
-260.0%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DUK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | -0.9% | -5.2% | -6.0% |
| 7D | +15.1% | -1.7% | +16.8% | +15.5% |
| 30D | -12.3% | -2.2% | -10.1% | -12.0% |
| 3M | -24.1% | -3.7% | -20.4% | -24.0% |
| 6M | +46.0% | -6.3% | +52.4% | +46.8% |
| YTD | +295.7% | +4.5% | +291.2% | +288.8% |
| 1Y | +1,825.6% | +1.8% | +1,823.8% | +1,795.1% |
| 3Y | +2,630.0% | +46.8% | +2,583.1% | +2,341.7% |
| 5Y | +601.0% | +40.2% | +560.7% | +529.0% |
| 10Y | +1,459.0% | +129.8% | +1,329.2% | +1,122.2% |
| All | +508.9% | +769.0% | -260.0% | +320.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling