+548.6%
AXTI vs AEIS
+1,859.0%
-1,310.4%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.1% | +0.2% | -0.4% |
| 7D | +21.0% | +6.5% | +14.5% | +17.9% |
| 30D | -6.6% | -9.2% | +2.5% | -1.2% |
| 3M | -12.1% | -8.3% | -3.7% | -5.3% |
| 6M | +78.7% | -6.3% | +85.0% | +91.8% |
| YTD | +321.5% | +36.5% | +285.0% | +287.5% |
| 1Y | +2,166.8% | +84.8% | +2,082.0% | +1,748.2% |
| 3Y | +2,807.6% | +176.6% | +2,631.0% | +1,913.5% |
| 5Y | +651.5% | +237.1% | +414.4% | +384.3% |
| 10Y | +1,560.5% | +554.7% | +1,005.8% | +708.8% |
| All | +548.6% | +1,859.0% | -1,310.4% | -6.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling