+350.3%
AXTI vs PRU
+42.9%
+307.4%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.4% | +1.0% | -9.4% | -9.1% |
| 7D | -23.4% | +3.8% | -27.2% | -25.3% |
| 30D | -42.6% | +9.0% | -51.6% | -46.4% |
| 3M | -46.7% | +2.1% | -48.9% | -48.2% |
| 6M | -66.2% | +25.4% | -91.6% | -72.6% |
| YTD | +140.4% | +13.5% | +126.9% | +111.9% |
| 1Y | +276.5% | +21.3% | +255.2% | +213.8% |
| 3Y | +1,885.4% | +55.1% | +1,830.2% | +1,317.3% |
| 5Y | +350.3% | +43.6% | +306.7% | +242.6% |
| All | +350.3% | +42.9% | +307.4% | +242.6% |
Cumulative growth
Daily Returns
Daily percentage return beside PRU.
Daily Out/Under-Performance
Portfolio return minus PRU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PRU 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 PRU 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