+1,472.1%
AXTI vs EXC
+158.0%
+1,314.1%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EXC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.5% | +0.6% | +0.2% |
| 7D | +5.1% | -1.1% | +6.2% | +5.4% |
| 30D | -17.5% | -3.6% | -13.8% | -16.7% |
| 3M | -26.7% | -4.3% | -22.4% | -26.4% |
| 6M | +36.8% | -9.9% | +46.7% | +39.1% |
| YTD | +296.1% | +1.8% | +294.4% | +285.8% |
| 1Y | +1,810.6% | +2.9% | +1,807.8% | +1,743.4% |
| 3Y | +2,587.6% | +19.1% | +2,568.4% | +2,277.3% |
| 5Y | +601.7% | +44.8% | +556.9% | +452.2% |
| All | +1,472.1% | +158.0% | +1,314.1% | +878.7% |
Cumulative growth
Daily Returns
Daily percentage return beside EXC.
Daily Out/Under-Performance
Portfolio return minus EXC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXC 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 10y: compounded portfolio wealth divided by compounded EXC 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…
10y analysis · Full analysis span regression · 6 months rolling