+1,982.4%
AXTI vs TRU
-7.3%
+1,989.7%
-73.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.7% | -5.9% | +15.6% | +6.4% |
| 7D | +5.1% | -6.8% | +11.9% | +1.5% |
| 30D | -10.2% | 0.0% | -10.2% | -9.3% |
| 3M | -41.8% | +13.3% | -55.1% | -37.8% |
| 6M | +57.5% | +3.4% | +54.1% | +69.4% |
| YTD | +277.0% | -6.4% | +283.4% | +295.3% |
| 1Y | +1,982.4% | -9.7% | +1,992.1% | +1,981.3% |
| All | +1,982.4% | -7.3% | +1,989.7% | +1,981.3% |
Cumulative growth
Daily Returns
Daily percentage return beside TRU.
Daily Out/Under-Performance
Portfolio return minus TRU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRU 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 1y: compounded portfolio wealth divided by compounded TRU 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…
1y analysis · Full analysis span regression · 6 months rolling