+548.6%
AXTI vs AEM
+3,900.4%
-3,351.8%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.4% | -1.3% | -1.0% |
| 7D | +21.0% | +3.0% | +18.0% | +20.6% |
| 30D | -6.6% | +12.5% | -19.1% | -7.6% |
| 3M | -12.1% | +26.9% | -39.0% | -13.7% |
| 6M | +78.7% | -9.4% | +88.2% | +79.7% |
| YTD | +321.5% | +20.3% | +301.2% | +314.4% |
| 1Y | +2,166.8% | +33.8% | +2,133.0% | +2,115.1% |
| 3Y | +2,807.6% | +349.8% | +2,457.8% | +2,510.4% |
| 5Y | +651.5% | +301.0% | +350.5% | +575.3% |
| 10Y | +1,560.5% | +376.1% | +1,184.4% | +1,366.2% |
| All | +548.6% | +3,900.4% | -3,351.8% | +598.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling