+288.9%
AXTI vs PRU
+806.6%
-517.7%
-96.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.7% | -1.0% | +10.6% | +10.0% |
| 7D | +5.1% | +1.9% | +3.3% | +4.5% |
| 30D | -10.2% | +2.7% | -12.9% | -10.9% |
| 3M | -41.8% | +19.5% | -61.3% | -45.1% |
| 6M | +57.5% | +26.6% | +30.9% | +45.8% |
| YTD | +277.0% | +12.3% | +264.7% | +262.5% |
| 1Y | +1,982.4% | +18.0% | +1,964.4% | +1,875.8% |
| 3Y | +2,234.8% | +47.0% | +2,187.8% | +2,014.1% |
| 5Y | +528.3% | +48.4% | +479.9% | +468.0% |
| 10Y | +1,310.5% | +142.4% | +1,168.1% | +1,014.8% |
| All | +288.9% | +806.6% | -517.7% | +32.2% |
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