+509.6%
AXTI vs YUM
+3,627.2%
-3,117.6%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | YUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -2.1% | +2.2% | +0.8% |
| 7D | +5.1% | -6.1% | +11.1% | +7.2% |
| 30D | -17.5% | -5.8% | -11.6% | -16.2% |
| 3M | -26.7% | -7.6% | -19.1% | -25.5% |
| 6M | +36.8% | -9.1% | +45.9% | +38.8% |
| YTD | +296.1% | -5.5% | +301.7% | +294.8% |
| 1Y | +1,810.6% | -3.7% | +1,814.3% | +1,784.2% |
| 3Y | +2,587.6% | +17.8% | +2,569.8% | +2,372.2% |
| 5Y | +601.7% | +19.3% | +582.5% | +544.9% |
| 10Y | +1,460.7% | +170.7% | +1,290.0% | +999.0% |
| All | +509.6% | +3,627.2% | -3,117.6% | +93.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling