+2,835.0%
AXTI vs SUI
+12.1%
+2,823.0%
-78.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.8% | -1.5% | +14.3% | +12.5% |
| 7D | +24.0% | -3.1% | +27.1% | +23.1% |
| 30D | -21.5% | -2.3% | -19.2% | -21.9% |
| 3M | -23.4% | -2.8% | -20.6% | -23.7% |
| 6M | +114.9% | -12.4% | +127.3% | +114.2% |
| YTD | +325.4% | -3.3% | +328.8% | +322.7% |
| 1Y | +2,136.7% | -5.8% | +2,142.5% | +2,122.9% |
| 3Y | +2,835.0% | +12.5% | +2,822.5% | +2,713.4% |
| All | +2,835.0% | +12.1% | +2,823.0% | +2,713.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling