+743.4%
AXTI vs RUN
-81.0%
+824.3%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.8% | +0.9% | +0.3% |
| 7D | +5.1% | -3.7% | +8.8% | +5.9% |
| 30D | -17.5% | -13.0% | -4.5% | -15.2% |
| 3M | -26.7% | -31.8% | +5.1% | -21.2% |
| 6M | +36.8% | -32.2% | +69.0% | +46.7% |
| YTD | +296.1% | -53.5% | +349.6% | +338.6% |
| 1Y | +1,810.6% | -46.5% | +1,857.2% | +1,966.7% |
| 3Y | +2,587.6% | -37.6% | +2,625.2% | +2,202.0% |
| All | +743.4% | -81.0% | +824.3% | +806.8% |
Cumulative growth
Daily Returns
Daily percentage return beside RUN.
Daily Out/Under-Performance
Portfolio return minus RUN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RUN 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 RUN 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