+2,584.6%
AXTI vs U
+10.0%
+2,574.7%
-78.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| 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% | -34.5% |
| 6M | +46.0% | +103.5% | -57.5% | +15.0% |
| YTD | +295.7% | -4.8% | +300.5% | +279.1% |
| 1Y | +1,825.6% | -2.4% | +1,828.0% | +1,728.2% |
| All | +2,584.6% | +10.0% | +2,574.7% | +2,108.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling