+1,981.6%
AXTI vs EXC
+31.9%
+1,949.7%
-78.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EXC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +1.4% | -5.3% | -3.0% |
| 7D | +7.6% | +1.4% | +6.2% | +8.6% |
| 30D | -32.1% | +8.6% | -40.6% | -27.5% |
| 3M | -46.0% | +2.4% | -48.4% | -44.4% |
| 6M | -65.7% | +6.5% | -72.1% | -63.6% |
| YTD | +155.9% | +9.0% | +146.9% | +174.8% |
| 1Y | +300.8% | +4.6% | +296.2% | +324.8% |
| 3Y | +1,981.6% | +33.5% | +1,948.1% | +1,960.0% |
| All | +1,981.6% | +31.9% | +1,949.7% | +1,960.0% |
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