+601.0%
AXTI vs EMR
+62.1%
+538.8%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EMR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | -1.3% | -4.8% | -5.0% |
| 7D | +15.1% | -1.2% | +16.3% | +16.5% |
| 30D | -12.3% | -9.4% | -2.9% | -4.1% |
| 3M | -24.1% | +8.6% | -32.7% | -28.5% |
| 6M | +46.0% | +6.7% | +39.4% | +37.2% |
| YTD | +295.7% | +13.1% | +282.7% | +245.6% |
| 1Y | +1,825.6% | +12.7% | +1,812.9% | +1,597.1% |
| 3Y | +2,630.0% | +58.1% | +2,571.9% | +1,766.7% |
| 5Y | +601.0% | +63.6% | +537.3% | +361.0% |
| All | +601.0% | +62.1% | +538.8% | +361.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling