+1,041.5%
AXTI vs U
-44.5%
+1,085.9%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | U | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.7% | -1.0% | +10.7% | +10.0% |
| 7D | +5.1% | -3.8% | +8.9% | +6.3% |
| 30D | -10.2% | +17.5% | -27.6% | -14.4% |
| 3M | -41.8% | +38.7% | -80.6% | -47.3% |
| 6M | +57.5% | +104.4% | -46.9% | +27.0% |
| YTD | +277.0% | -5.7% | +282.7% | +262.8% |
| 1Y | +1,982.4% | +3.7% | +1,978.7% | +1,845.4% |
| 3Y | +2,234.8% | +12.3% | +2,222.5% | +1,874.0% |
| 5Y | +528.3% | -68.8% | +597.2% | +577.0% |
| All | +1,041.5% | -44.5% | +1,085.9% | +1,193.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling