+164.0%
AXTI vs PRU
+817.9%
-654.0%
-96.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +0.9% | -4.8% | -4.2% |
| 7D | +7.6% | +3.6% | +4.0% | +6.5% |
| 30D | -32.1% | +8.9% | -40.9% | -33.9% |
| 3M | -46.0% | +0.2% | -46.2% | -46.3% |
| 6M | -65.7% | +23.7% | -89.4% | -68.1% |
| YTD | +155.9% | +13.7% | +142.2% | +144.1% |
| 1Y | +300.8% | +20.6% | +280.1% | +275.7% |
| 3Y | +1,981.6% | +56.3% | +1,925.3% | +1,746.0% |
| 5Y | +359.3% | +42.3% | +316.9% | +317.9% |
| 10Y | +780.8% | +99.3% | +681.6% | +620.1% |
| All | +164.0% | +817.9% | -654.0% | -11.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling