+1,982.4%
AXTI vs LUMN
+42.5%
+1,939.9%
-73.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LUMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.7% | -2.0% | +11.7% | +10.5% |
| 7D | +5.1% | +12.1% | -7.0% | -0.2% |
| 30D | -10.2% | +11.3% | -21.5% | -14.8% |
| 3M | -41.8% | -31.6% | -10.2% | -32.5% |
| 6M | +57.5% | -2.7% | +60.3% | +56.4% |
| YTD | +277.0% | -12.9% | +289.9% | +275.0% |
| 1Y | +1,982.4% | +36.2% | +1,946.2% | +1,652.5% |
| All | +1,982.4% | +42.5% | +1,939.9% | +1,652.5% |
Cumulative growth
Daily Returns
Daily percentage return beside LUMN.
Daily Out/Under-Performance
Portfolio return minus LUMN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LUMN 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 LUMN 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