+743.4%
AXTI vs EFA
+52.4%
+691.0%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EFA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.0% | -0.9% | -1.6% |
| 7D | +5.1% | -1.5% | +6.6% | +7.8% |
| 30D | -17.5% | -1.7% | -15.8% | -14.9% |
| 3M | -26.7% | +3.5% | -30.2% | -29.1% |
| 6M | +36.8% | +9.5% | +27.3% | +19.8% |
| YTD | +296.1% | +12.9% | +283.3% | +230.6% |
| 1Y | +1,810.6% | +18.2% | +1,792.4% | +1,408.2% |
| 3Y | +2,587.6% | +64.8% | +2,522.7% | +1,244.4% |
| All | +743.4% | +52.4% | +691.0% | +437.9% |
Cumulative growth
Daily Returns
Daily percentage return beside EFA.
Daily Out/Under-Performance
Portfolio return minus EFA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EFA 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 EFA 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