+1,472.1%
AXTI vs EMB
+30.3%
+1,441.7%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.1% | +0.2% | +0.2% |
| 7D | +5.1% | -1.2% | +6.3% | +7.4% |
| 30D | -17.5% | -1.3% | -16.2% | -15.7% |
| 3M | -26.7% | -1.8% | -24.9% | -23.9% |
| 6M | +36.8% | +0.2% | +36.6% | +37.6% |
| YTD | +296.1% | +0.4% | +295.8% | +297.1% |
| 1Y | +1,810.6% | +2.8% | +1,807.8% | +1,747.8% |
| 3Y | +2,587.6% | +29.1% | +2,558.4% | +1,711.1% |
| 5Y | +601.7% | +6.3% | +595.5% | +571.2% |
| All | +1,472.1% | +30.3% | +1,441.7% | +1,022.9% |
Cumulative growth
Daily Returns
Daily percentage return beside EMB.
Daily Out/Under-Performance
Portfolio return minus EMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EMB 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 10y: compounded portfolio wealth divided by compounded EMB 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…
10y analysis · Full analysis span regression · 6 months rolling