+46.0%
AXTI vs EFV
+11.2%
+34.9%
-73.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | EFV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | -0.3% | -5.8% | -5.7% |
| 7D | +15.1% | -2.0% | +17.1% | +18.3% |
| 30D | -12.3% | -0.2% | -12.1% | -12.4% |
| 3M | -24.1% | +9.1% | -33.3% | -30.0% |
| 6M | +46.0% | +11.7% | +34.4% | +29.0% |
| All | +46.0% | +11.2% | +34.9% | +29.0% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling