+1,472.1%
AXTI vs AEM
+378.0%
+1,094.1%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.9% | -1.8% | -0.4% |
| 7D | +5.1% | -2.1% | +7.2% | +5.6% |
| 30D | -17.5% | +8.4% | -25.9% | -19.4% |
| 3M | -26.7% | +27.3% | -54.0% | -30.8% |
| 6M | +36.8% | -9.7% | +46.4% | +38.6% |
| YTD | +296.1% | +19.0% | +277.2% | +275.3% |
| 1Y | +1,810.6% | +31.5% | +1,779.1% | +1,677.0% |
| 3Y | +2,587.6% | +338.7% | +2,248.9% | +1,808.9% |
| 5Y | +601.7% | +307.4% | +294.3% | +394.9% |
| All | +1,472.1% | +378.0% | +1,094.1% | +970.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AEM.
Daily Out/Under-Performance
Portfolio return minus AEM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEM 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 10y: compounded portfolio wealth divided by compounded AEM 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…
10y analysis · Full analysis span regression · 6 months rolling