+548.6%
AXTI vs AEP
+847.0%
-298.4%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.6% | -0.3% | -0.8% |
| 7D | +21.0% | +0.9% | +20.1% | +20.8% |
| 30D | -6.6% | +1.5% | -8.1% | -6.9% |
| 3M | -12.1% | -1.7% | -10.4% | -12.0% |
| 6M | +78.7% | -4.0% | +82.7% | +79.5% |
| YTD | +321.5% | +10.6% | +310.9% | +309.7% |
| 1Y | +2,166.8% | +18.6% | +2,148.2% | +2,067.6% |
| 3Y | +2,807.6% | +78.7% | +2,728.9% | +2,373.7% |
| 5Y | +651.5% | +65.1% | +586.4% | +548.1% |
| 10Y | +1,560.5% | +177.7% | +1,382.8% | +1,110.4% |
| All | +548.6% | +847.0% | -298.4% | +238.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling