+548.6%
AXTI vs EFX
+915.5%
-367.0%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EFX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.1% | +1.1% | -0.2% |
| 7D | +21.0% | -9.4% | +30.4% | +24.8% |
| 30D | -6.6% | -6.9% | +0.2% | -5.6% |
| 3M | -12.1% | +0.1% | -12.2% | -16.4% |
| 6M | +78.7% | -17.3% | +96.0% | +80.3% |
| YTD | +321.5% | -21.8% | +343.3% | +331.6% |
| 1Y | +2,166.8% | -32.5% | +2,199.3% | +2,349.7% |
| 3Y | +2,807.6% | -12.3% | +2,819.9% | +2,667.6% |
| 5Y | +651.5% | -36.6% | +688.1% | +702.9% |
| 10Y | +1,560.5% | +41.0% | +1,519.5% | +1,102.2% |
| All | +548.6% | +915.5% | -367.0% | +80.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling