+1,472.1%
AXTI vs TRU
+147.2%
+1,324.9%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.0% | -0.9% | -0.3% |
| 7D | +5.1% | -2.7% | +7.8% | +6.1% |
| 30D | -17.5% | -2.0% | -15.4% | -17.8% |
| 3M | -26.7% | +18.4% | -45.1% | -36.0% |
| 6M | +36.8% | +8.9% | +27.9% | +21.7% |
| YTD | +296.1% | -8.9% | +305.1% | +278.8% |
| 1Y | +1,810.6% | -15.9% | +1,826.5% | +1,787.1% |
| 3Y | +2,587.6% | -1.1% | +2,588.6% | +2,212.3% |
| 5Y | +601.7% | -35.2% | +636.9% | +658.4% |
| All | +1,472.1% | +147.2% | +1,324.9% | +753.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling