+1,002.4%
AXTI vs OUST
-61.4%
+1,063.7%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OUST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.8% | +2.9% | +9.9% | +12.1% |
| 7D | +24.0% | +12.7% | +11.3% | +20.2% |
| 30D | -21.5% | -13.6% | -7.9% | -17.9% |
| 3M | -23.4% | -8.3% | -15.1% | -20.7% |
| 6M | +114.9% | +85.0% | +29.9% | +87.1% |
| YTD | +325.4% | +73.2% | +252.2% | +273.2% |
| 1Y | +2,136.7% | +32.5% | +2,104.2% | +1,945.7% |
| 3Y | +2,835.0% | +643.8% | +2,191.2% | +1,589.8% |
| 5Y | +652.8% | -52.1% | +704.9% | +567.7% |
| All | +1,002.4% | -61.4% | +1,063.7% | +954.3% |
Cumulative growth
Daily Returns
Daily percentage return beside OUST.
Daily Out/Under-Performance
Portfolio return minus OUST return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OUST 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 10y: compounded portfolio wealth divided by compounded OUST 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…
10y analysis · Full analysis span regression · 6 months rolling