+743.4%
AXTI vs EFX
-36.2%
+779.5%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EFX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.6% | -0.5% | 0.0% |
| 7D | +5.1% | -4.5% | +9.6% | +6.1% |
| 30D | -17.5% | -6.1% | -11.4% | -17.2% |
| 3M | -26.7% | +6.2% | -32.9% | -31.5% |
| 6M | +36.8% | -11.2% | +48.0% | +35.5% |
| YTD | +296.1% | -21.4% | +317.6% | +308.8% |
| 1Y | +1,810.6% | -34.3% | +1,844.9% | +2,045.1% |
| 3Y | +2,587.6% | -12.5% | +2,600.1% | +2,413.8% |
| All | +743.4% | -36.2% | +779.5% | +821.6% |
Cumulative growth
Daily Returns
Daily percentage return beside EFX.
Daily Out/Under-Performance
Portfolio return minus EFX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EFX 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 EFX 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