+2,587.6%
AXTI vs EFV
+90.2%
+2,497.3%
-78.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EFV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.1% | -1.0% | -1.6% |
| 7D | +5.1% | -0.8% | +5.9% | +6.3% |
| 30D | -17.5% | +0.6% | -18.1% | -18.5% |
| 3M | -26.7% | +7.5% | -34.2% | -34.0% |
| 6M | +36.8% | +13.0% | +23.7% | +12.7% |
| YTD | +296.1% | +18.3% | +277.8% | +202.2% |
| 1Y | +1,810.6% | +26.7% | +1,783.9% | +1,220.8% |
| 3Y | +2,587.6% | +89.6% | +2,498.0% | +891.5% |
| All | +2,587.6% | +90.2% | +2,497.3% | +891.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling