+652.8%
AXTI vs PRU
+45.5%
+607.3%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.8% | -2.2% | +15.0% | +14.4% |
| 7D | +24.0% | +1.9% | +22.1% | +21.8% |
| 30D | -21.5% | -0.4% | -21.0% | -21.6% |
| 3M | -23.4% | +16.4% | -39.8% | -33.1% |
| 6M | +114.9% | +26.0% | +88.9% | +73.3% |
| YTD | +325.4% | +9.9% | +315.5% | +287.8% |
| 1Y | +2,136.7% | +18.8% | +2,117.9% | +1,818.7% |
| 3Y | +2,835.0% | +45.3% | +2,789.7% | +2,131.6% |
| 5Y | +652.8% | +45.6% | +607.2% | +476.4% |
| All | +652.8% | +45.5% | +607.3% | +476.4% |
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