+1,982.4%
AXTI vs ULTA
+6.6%
+1,975.8%
-73.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ULTA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.7% | +1.3% | +8.4% | +9.7% |
| 7D | +5.1% | +9.0% | -3.9% | +5.1% |
| 30D | -10.2% | +4.6% | -14.7% | -8.9% |
| 3M | -41.8% | +22.0% | -63.8% | -41.1% |
| 6M | +57.5% | -14.7% | +72.2% | +74.4% |
| YTD | +277.0% | -6.8% | +283.8% | +314.1% |
| 1Y | +1,982.4% | +6.5% | +1,975.9% | +2,436.3% |
| All | +1,982.4% | +6.6% | +1,975.8% | +2,436.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ULTA.
Daily Out/Under-Performance
Portfolio return minus ULTA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ULTA 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 ULTA 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