+2,266.0%
AXTI vs USAR
+74.5%
+2,191.5%
-78.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | USAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.8% | +0.3% | +12.6% | +12.8% |
| 7D | +24.0% | +2.3% | +21.7% | +23.4% |
| 30D | -21.5% | -8.6% | -12.8% | -20.1% |
| 3M | -23.4% | -20.5% | -2.9% | -19.9% |
| 6M | +114.9% | +1.2% | +113.7% | +119.2% |
| YTD | +325.4% | +48.4% | +277.0% | +319.5% |
| 1Y | +2,136.7% | +30.6% | +2,106.0% | +2,091.9% |
| 3Y | +2,835.0% | +73.6% | +2,761.4% | +2,249.8% |
| All | +2,266.0% | +74.5% | +2,191.5% | +1,686.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling