+743.4%
AXTI vs AEIS
+232.6%
+510.8%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +4.9% | -4.8% | -4.1% |
| 7D | +5.1% | +2.3% | +2.8% | +3.2% |
| 30D | -17.5% | -14.8% | -2.6% | -3.5% |
| 3M | -26.7% | -15.6% | -11.1% | -12.1% |
| 6M | +36.8% | -8.7% | +45.5% | +52.2% |
| YTD | +296.1% | +37.3% | +258.8% | +226.0% |
| 1Y | +1,810.6% | +80.3% | +1,730.3% | +1,182.6% |
| 3Y | +2,587.6% | +177.9% | +2,409.6% | +1,165.4% |
| All | +743.4% | +232.6% | +510.8% | +248.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AEIS.
Daily Out/Under-Performance
Portfolio return minus AEIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEIS 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 5y: compounded portfolio wealth divided by compounded AEIS 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…
5y analysis · Full analysis span regression · 6 months rolling