+2,229.9%
AXTI vs KVUE
-20.4%
+2,250.3%
-78.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.1% | +0.2% | +0.1% |
| 7D | +5.1% | -5.1% | +10.2% | +3.3% |
| 30D | -17.5% | -6.3% | -11.1% | -19.0% |
| 3M | -26.7% | -0.5% | -26.2% | -26.5% |
| 6M | +36.8% | +3.1% | +33.7% | +38.4% |
| YTD | +296.1% | +6.7% | +289.5% | +302.7% |
| 1Y | +1,810.6% | -1.1% | +1,811.8% | +1,858.8% |
| 3Y | +2,587.6% | -8.7% | +2,596.3% | +2,644.0% |
| All | +2,229.9% | -20.4% | +2,250.3% | +2,495.3% |
Cumulative growth
Daily Returns
Daily percentage return beside KVUE.
Daily Out/Under-Performance
Portfolio return minus KVUE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KVUE 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 KVUE 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