+2,398.1%
AXTI vs TRU
+225.6%
+2,172.5%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | -0.1% | -6.0% | -6.1% |
| 7D | +15.1% | -9.4% | +24.5% | +19.3% |
| 30D | -12.3% | -4.1% | -8.2% | -11.9% |
| 3M | -24.1% | +13.6% | -37.7% | -32.1% |
| 6M | +46.0% | +3.6% | +42.5% | +33.7% |
| YTD | +295.7% | -9.8% | +305.5% | +280.8% |
| 1Y | +1,825.6% | -13.6% | +1,839.2% | +1,773.5% |
| 3Y | +2,630.0% | -2.0% | +2,631.9% | +2,284.2% |
| 5Y | +601.0% | -35.8% | +636.8% | +649.9% |
| 10Y | +1,459.0% | +142.9% | +1,316.1% | +904.5% |
| All | +2,398.1% | +225.6% | +2,172.5% | +1,469.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling