+46.0%
AXTI vs EWZ
+440.8%
-394.8%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EWZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.0% | +1.1% | +0.5% |
| 7D | +5.1% | +0.9% | +4.2% | +4.7% |
| 30D | -17.5% | +12.8% | -30.2% | -21.8% |
| 3M | -26.7% | +10.8% | -37.4% | -29.5% |
| 6M | +36.8% | +2.5% | +34.3% | +36.2% |
| YTD | +296.1% | +21.4% | +274.8% | +269.0% |
| 1Y | +1,810.6% | +32.8% | +1,777.8% | +1,629.1% |
| 3Y | +2,587.6% | +45.2% | +2,542.4% | +2,255.3% |
| 5Y | +601.7% | +63.0% | +538.7% | +475.0% |
| 10Y | +1,460.7% | +93.2% | +1,367.6% | +1,038.8% |
| All | +46.0% | +440.8% | -394.8% | -52.9% |
Cumulative growth
Daily Returns
Daily percentage return beside EWZ.
Daily Out/Under-Performance
Portfolio return minus EWZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EWZ 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 EWZ 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