+743.4%
AXTI vs AEP
+64.8%
+678.5%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.1% | +0.2% | +0.1% |
| 7D | +5.1% | -0.9% | +6.0% | +5.1% |
| 30D | -17.5% | -1.1% | -16.4% | -17.4% |
| 3M | -26.7% | -3.3% | -23.4% | -26.8% |
| 6M | +36.8% | -4.6% | +41.4% | +36.6% |
| YTD | +296.1% | +9.4% | +286.7% | +292.0% |
| 1Y | +1,810.6% | +16.9% | +1,793.7% | +1,785.2% |
| 3Y | +2,587.6% | +76.6% | +2,510.9% | +2,249.1% |
| All | +743.4% | +64.8% | +678.5% | +686.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling