+548.6%
AXTI vs UL
+484.5%
+64.1%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.7% | +0.7% | -0.5% |
| 7D | +21.0% | -3.2% | +24.2% | +22.0% |
| 30D | -6.6% | -0.6% | -6.1% | -6.8% |
| 3M | -12.1% | +9.4% | -21.5% | -16.1% |
| 6M | +78.7% | -4.1% | +82.8% | +76.0% |
| YTD | +321.5% | -2.0% | +323.4% | +310.3% |
| 1Y | +2,166.8% | -9.0% | +2,175.7% | +2,140.3% |
| 3Y | +2,807.6% | +21.8% | +2,785.8% | +2,438.1% |
| 5Y | +651.5% | +20.6% | +630.9% | +548.0% |
| 10Y | +1,560.5% | +67.7% | +1,492.8% | +1,140.9% |
| All | +548.6% | +484.5% | +64.1% | +257.8% |
Cumulative growth
Daily Returns
Daily percentage return beside UL.
Daily Out/Under-Performance
Portfolio return minus UL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UL 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 UL 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