+651.5%
AXTI vs U
-67.7%
+719.2%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | U | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.5% | -0.4% | -0.8% |
| 7D | +21.0% | +4.4% | +16.6% | +19.5% |
| 30D | -6.6% | -1.3% | -5.3% | -6.5% |
| 3M | -12.1% | +49.6% | -61.6% | -22.0% |
| 6M | +78.7% | +100.2% | -21.5% | +44.6% |
| YTD | +321.5% | -3.7% | +325.2% | +303.3% |
| 1Y | +2,166.8% | -6.5% | +2,173.3% | +2,084.1% |
| 3Y | +2,807.6% | +12.9% | +2,794.7% | +2,353.6% |
| 5Y | +651.5% | -68.3% | +719.8% | +675.7% |
| All | +651.5% | -67.7% | +719.2% | +675.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling