+1,982.4%
AXTI vs U
+6.4%
+1,976.0%
-73.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | U | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.7% | -1.0% | +10.7% | +10.0% |
| 7D | +5.1% | -3.8% | +8.9% | +6.2% |
| 30D | -10.2% | +17.5% | -27.6% | -14.3% |
| 3M | -41.8% | +38.7% | -80.6% | -47.1% |
| 6M | +57.5% | +104.4% | -46.9% | +28.7% |
| YTD | +277.0% | -5.7% | +282.7% | +268.5% |
| 1Y | +1,982.4% | +3.7% | +1,978.7% | +1,885.6% |
| All | +1,982.4% | +6.4% | +1,976.0% | +1,885.6% |
Cumulative growth
Daily Returns
Daily percentage return beside U.
Daily Out/Under-Performance
Portfolio return minus U return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × U 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 U 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