+456.7%
AXTI vs EFV
+25.8%
+430.9%
-73.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EFV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.4% | +3.1% | -10.5% | -11.3% |
| 7D | -26.2% | +2.9% | -29.0% | -29.1% |
| 30D | -45.1% | +3.6% | -48.7% | -47.9% |
| 3M | -27.2% | -0.1% | -27.0% | -26.8% |
| 6M | -55.2% | +9.6% | -64.8% | -60.0% |
| YTD | +190.8% | +17.0% | +173.8% | +133.9% |
| 1Y | +456.7% | +25.7% | +431.0% | +275.7% |
| All | +456.7% | +25.8% | +430.9% | +275.7% |
Cumulative growth
Daily Returns
Daily percentage return beside EFV.
Daily Out/Under-Performance
Portfolio return minus EFV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EFV 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 EFV 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