+538.1%
AXTI vs OUST
-56.2%
+594.3%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OUST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.7% | +1.7% | +8.0% | +9.2% |
| 7D | +5.1% | +5.2% | -0.1% | +3.7% |
| 30D | -10.2% | -19.3% | +9.1% | -4.4% |
| 3M | -41.8% | -22.6% | -19.2% | -37.1% |
| 6M | +57.5% | +62.8% | -5.3% | +40.5% |
| YTD | +277.0% | +68.3% | +208.7% | +231.1% |
| 1Y | +1,982.4% | +28.5% | +1,953.9% | +1,808.4% |
| 3Y | +2,234.8% | +554.0% | +1,680.8% | +1,253.6% |
| All | +538.1% | -56.2% | +594.3% | +582.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling