+2,587.6%
AXTI vs YUM
+17.9%
+2,569.7%
-78.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | YUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -2.1% | +2.2% | +0.4% |
| 7D | +5.1% | -6.1% | +11.1% | +5.9% |
| 30D | -17.5% | -5.8% | -11.6% | -17.0% |
| 3M | -26.7% | -7.6% | -19.1% | -26.5% |
| 6M | +36.8% | -9.1% | +45.9% | +36.9% |
| YTD | +296.1% | -5.5% | +301.7% | +283.0% |
| 1Y | +1,810.6% | -3.7% | +1,814.3% | +1,721.9% |
| 3Y | +2,587.6% | +17.8% | +2,569.8% | +2,129.3% |
| All | +2,587.6% | +17.9% | +2,569.7% | +2,129.3% |
Cumulative growth
Daily Returns
Daily percentage return beside YUM.
Daily Out/Under-Performance
Portfolio return minus YUM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × YUM 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 YUM 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