+480.1%
AXTI vs EXC
+1,131.1%
-650.9%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.7% | -1.1% | +10.7% | +9.9% |
| 7D | +5.1% | +0.3% | +4.8% | +5.0% |
| 30D | -10.2% | -3.7% | -6.4% | -9.5% |
| 3M | -41.8% | -1.3% | -40.6% | -42.1% |
| 6M | +57.5% | -9.7% | +67.2% | +59.2% |
| YTD | +277.0% | +2.9% | +274.1% | +270.4% |
| 1Y | +1,982.4% | +4.4% | +1,978.0% | +1,933.8% |
| 3Y | +2,234.8% | +22.2% | +2,212.6% | +2,068.3% |
| 5Y | +528.3% | +46.7% | +481.6% | +455.8% |
| 10Y | +1,310.5% | +155.3% | +1,155.2% | +1,011.0% |
| All | +480.1% | +1,131.1% | -650.9% | +462.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling