+2,587.6%
AXTI vs USFR
+14.1%
+2,573.4%
-78.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | USFR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.1% | 0.0% | -0.1% |
| 7D | +5.1% | +0.1% | +4.9% | +4.6% |
| 30D | -17.5% | +0.4% | -17.8% | -18.2% |
| 3M | -26.7% | +1.0% | -27.7% | -28.8% |
| 6M | +36.8% | +2.0% | +34.8% | +27.6% |
| YTD | +296.1% | +2.8% | +293.4% | +251.6% |
| 1Y | +1,810.6% | +4.1% | +1,806.5% | +1,413.2% |
| 3Y | +2,587.6% | +14.1% | +2,573.4% | +1,410.9% |
| All | +2,587.6% | +14.1% | +2,573.4% | +1,410.9% |
Cumulative growth
Daily Returns
Daily percentage return beside USFR.
Daily Out/Under-Performance
Portfolio return minus USFR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USFR 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 USFR 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