+2,759.3%
AXTI vs USAR
+67.7%
+2,691.6%
-78.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | USAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -3.4% | +2.5% | -0.3% |
| 7D | +21.0% | -4.4% | +25.4% | +22.0% |
| 30D | -6.6% | -10.4% | +3.8% | -4.8% |
| 3M | -12.1% | -18.4% | +6.3% | -8.3% |
| 6M | +78.7% | -8.8% | +87.5% | +84.5% |
| YTD | +321.5% | +43.4% | +278.1% | +318.3% |
| 1Y | +2,166.8% | +21.0% | +2,145.8% | +2,143.4% |
| All | +2,759.3% | +67.7% | +2,691.6% | +2,376.5% |
Cumulative growth
Daily Returns
Daily percentage return beside USAR.
Daily Out/Under-Performance
Portfolio return minus USAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USAR 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 USAR 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