+1,981.6%
AXTI vs OUST
+594.6%
+1,387.0%
-78.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OUST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -8.5% | +4.6% | -0.9% |
| 7D | +7.6% | -3.8% | +11.4% | +9.2% |
| 30D | -32.1% | +5.1% | -37.1% | -32.8% |
| 3M | -46.0% | -25.8% | -20.2% | -39.4% |
| 6M | -65.7% | -2.0% | -63.7% | -64.4% |
| YTD | +155.9% | +54.7% | +101.2% | +130.2% |
| 1Y | +300.8% | +48.8% | +252.0% | +264.0% |
| 3Y | +1,981.6% | +607.8% | +1,373.8% | +1,137.3% |
| All | +1,981.6% | +594.6% | +1,387.0% | +1,137.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling