+1,099.4%
AXTI vs U
-41.4%
+1,140.8%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | U | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +4.5% | -4.4% | -1.2% |
| 7D | +5.1% | +5.5% | -0.4% | +3.5% |
| 30D | -17.5% | -1.3% | -16.2% | -17.4% |
| 3M | -26.7% | +64.6% | -91.3% | -36.6% |
| 6M | +36.8% | +119.4% | -82.6% | +7.9% |
| YTD | +296.1% | -0.5% | +296.6% | +275.5% |
| 1Y | +1,810.6% | +1.3% | +1,809.3% | +1,702.7% |
| 3Y | +2,587.6% | +15.6% | +2,571.9% | +2,153.6% |
| 5Y | +601.7% | -67.5% | +669.2% | +647.2% |
| All | +1,099.4% | -41.4% | +1,140.8% | +1,238.5% |
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