+601.0%
AXTI vs EXC
+44.3%
+556.7%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | -0.7% | -5.4% | -6.2% |
| 7D | +15.1% | -1.6% | +16.8% | +14.8% |
| 30D | -12.3% | -2.4% | -9.9% | -12.6% |
| 3M | -24.1% | -4.0% | -20.2% | -24.6% |
| 6M | +46.0% | -9.8% | +55.8% | +45.1% |
| YTD | +295.7% | +2.3% | +293.4% | +293.9% |
| 1Y | +1,825.6% | +3.8% | +1,821.8% | +1,811.1% |
| 3Y | +2,630.0% | +19.7% | +2,610.2% | +2,524.0% |
| 5Y | +601.0% | +45.6% | +555.4% | +599.1% |
| All | +601.0% | +44.3% | +556.7% | +599.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling