+888.8%
AXTI vs SUI
+120.9%
+768.0%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +19.5% | -0.8% | +20.3% | +19.7% |
| 7D | -1.2% | -2.4% | +1.2% | -0.7% |
| 30D | -24.2% | +3.3% | -27.6% | -25.7% |
| 3M | -36.3% | +0.7% | -37.0% | -37.3% |
| 6M | -62.7% | -4.1% | -58.5% | -63.2% |
| YTD | +187.3% | -1.8% | +189.1% | +178.7% |
| 1Y | +344.8% | -4.1% | +348.8% | +334.2% |
| 3Y | +2,272.2% | +17.4% | +2,254.8% | +1,929.9% |
| 5Y | +419.6% | -27.0% | +446.6% | +455.2% |
| 10Y | +888.8% | +121.2% | +767.7% | +614.9% |
| All | +888.8% | +120.9% | +768.0% | +614.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 10y: compounded portfolio wealth divided by compounded SUI 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…
10y analysis · Full analysis span regression · 6 months rolling