+743.4%
AXTI vs TRU
-35.6%
+779.0%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.0% | -0.9% | -0.2% |
| 7D | +5.1% | -2.7% | +7.8% | +5.9% |
| 30D | -17.5% | -2.0% | -15.4% | -17.8% |
| 3M | -26.7% | +18.4% | -45.1% | -34.8% |
| 6M | +36.8% | +8.9% | +27.9% | +23.7% |
| YTD | +296.1% | -8.9% | +305.1% | +283.4% |
| 1Y | +1,810.6% | -15.9% | +1,826.5% | +1,807.6% |
| 3Y | +2,587.6% | -1.1% | +2,588.6% | +2,274.5% |
| All | +743.4% | -35.6% | +779.0% | +838.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling