+1,274.7%
AXTI vs EMB
+131.9%
+1,142.8%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.8% | -0.1% | +13.0% | +13.0% |
| 7D | +24.0% | +0.3% | +23.7% | +23.5% |
| 30D | -21.5% | -0.5% | -21.0% | -21.0% |
| 3M | -23.4% | +0.3% | -23.7% | -23.5% |
| 6M | +114.9% | +1.2% | +113.7% | +113.2% |
| YTD | +325.4% | +1.5% | +324.0% | +320.4% |
| 1Y | +2,136.7% | +4.8% | +2,131.9% | +2,034.7% |
| 3Y | +2,835.0% | +30.4% | +2,804.7% | +2,088.8% |
| 5Y | +652.8% | +7.3% | +645.6% | +608.1% |
| 10Y | +1,513.9% | +29.7% | +1,484.2% | +1,183.3% |
| All | +1,274.7% | +131.9% | +1,142.8% | +891.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling