+1,982.4%
AXTI vs AEP
+16.1%
+1,966.3%
-73.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.7% | -0.2% | +9.8% | +9.7% |
| 7D | +5.1% | +1.8% | +3.3% | +5.4% |
| 30D | -10.2% | -0.8% | -9.4% | -10.3% |
| 3M | -41.8% | -1.8% | -40.0% | -42.7% |
| 6M | +57.5% | -5.4% | +62.9% | +56.4% |
| YTD | +277.0% | +10.4% | +266.6% | +272.1% |
| 1Y | +1,982.4% | +18.2% | +1,964.3% | +2,286.8% |
| All | +1,982.4% | +16.1% | +1,966.3% | +2,286.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AEP.
Daily Out/Under-Performance
Portfolio return minus AEP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEP 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 1y: compounded portfolio wealth divided by compounded AEP 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…
1y analysis · Full analysis span regression · 6 months rolling