+2,587.6%
AXTI vs EVRG
+72.5%
+2,515.0%
-78.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.3% | -0.2% | +0.2% |
| 7D | +5.1% | +0.1% | +5.0% | +5.1% |
| 30D | -17.5% | -1.2% | -16.2% | -17.6% |
| 3M | -26.7% | -0.6% | -26.1% | -27.0% |
| 6M | +36.8% | +2.4% | +34.3% | +36.5% |
| YTD | +296.1% | +15.5% | +280.7% | +292.6% |
| 1Y | +1,810.6% | +16.8% | +1,793.8% | +1,781.9% |
| 3Y | +2,587.6% | +75.0% | +2,512.5% | +2,105.3% |
| All | +2,587.6% | +72.5% | +2,515.0% | +2,105.3% |
Cumulative growth
Daily Returns
Daily percentage return beside EVRG.
Daily Out/Under-Performance
Portfolio return minus EVRG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EVRG 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 EVRG 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