+2,587.6%
AXTI vs EMR
+62.0%
+2,525.5%
-78.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EMR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +2.6% | -2.5% | -2.3% |
| 7D | +5.1% | -0.4% | +5.5% | +5.4% |
| 30D | -17.5% | -6.8% | -10.7% | -11.7% |
| 3M | -26.7% | +7.5% | -34.2% | -30.6% |
| 6M | +36.8% | +9.9% | +26.9% | +24.2% |
| YTD | +296.1% | +16.0% | +280.2% | +230.9% |
| 1Y | +1,810.6% | +12.4% | +1,798.2% | +1,559.1% |
| 3Y | +2,587.6% | +60.2% | +2,527.3% | +1,624.6% |
| All | +2,587.6% | +62.0% | +2,525.5% | +1,624.6% |
Cumulative growth
Daily Returns
Daily percentage return beside EMR.
Daily Out/Under-Performance
Portfolio return minus EMR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EMR 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 3y: compounded portfolio wealth divided by compounded EMR 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…
3y analysis · Full analysis span regression · 6 months rolling