+300.8%
AXTI vs U
+33.7%
+267.1%
-73.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | U | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +5.2% | -9.1% | -4.8% |
| 7D | +7.6% | +2.6% | +5.0% | +7.1% |
| 30D | -32.1% | +27.6% | -59.6% | -35.6% |
| 3M | -46.0% | +15.3% | -61.3% | -47.7% |
| 6M | -65.7% | +96.4% | -162.1% | -70.5% |
| YTD | +155.9% | +19.6% | +136.3% | +130.6% |
| 1Y | +300.8% | +42.1% | +258.7% | +220.5% |
| All | +300.8% | +33.7% | +267.1% | +220.5% |
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 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