+1,590.4%
AXTI vs OUST
+626.4%
+964.0%
-78.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OUST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | +14.0% | -8.1% | +1.1% |
| 7D | -29.4% | +17.0% | -46.4% | -33.1% |
| 30D | -51.3% | -16.5% | -34.8% | -48.1% |
| 3M | -48.3% | -23.7% | -24.6% | -42.9% |
| 6M | -62.9% | +18.4% | -81.3% | -64.0% |
| YTD | +137.8% | +60.8% | +77.0% | +111.8% |
| 1Y | +338.3% | +44.2% | +294.1% | +300.0% |
| 3Y | +1,590.4% | +668.1% | +922.3% | +944.1% |
| All | +1,590.4% | +626.4% | +964.0% | +944.1% |
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