+1,098.1%
AXTI vs U
-43.9%
+1,142.1%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | U | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | -1.1% | -5.0% | -5.8% |
| 7D | +15.1% | 0.0% | +15.1% | +15.2% |
| 30D | -12.3% | -4.1% | -8.2% | -11.4% |
| 3M | -24.1% | +57.8% | -81.9% | -33.6% |
| 6M | +46.0% | +103.5% | -57.5% | +17.7% |
| YTD | +295.7% | -4.8% | +300.5% | +280.1% |
| 1Y | +1,825.6% | -2.4% | +1,828.0% | +1,737.1% |
| 3Y | +2,630.0% | +11.7% | +2,618.3% | +2,213.8% |
| 5Y | +601.0% | -68.9% | +669.8% | +656.2% |
| All | +1,098.1% | -43.9% | +1,142.1% | +1,254.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling