+2,759.3%
AXTI vs EXC
+20.6%
+2,738.7%
-78.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EXC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.6% | -0.4% | -1.2% |
| 7D | +21.0% | +0.3% | +20.7% | +21.2% |
| 30D | -6.6% | -0.9% | -5.8% | -7.0% |
| 3M | -12.1% | -2.7% | -9.4% | -12.8% |
| 6M | +78.7% | -9.4% | +88.1% | +74.0% |
| YTD | +321.5% | +3.0% | +318.4% | +329.7% |
| 1Y | +2,166.8% | +5.1% | +2,161.6% | +2,223.0% |
| All | +2,759.3% | +20.6% | +2,738.7% | +2,746.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling