+293.8%
AXTI vs EXC
+1,204.7%
-910.9%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +1.4% | -5.3% | -4.1% |
| 7D | +7.6% | +1.4% | +6.2% | +7.4% |
| 30D | -32.1% | +8.6% | -40.6% | -33.3% |
| 3M | -46.0% | +2.4% | -48.4% | -46.4% |
| 6M | -65.7% | +6.5% | -72.1% | -66.4% |
| YTD | +155.9% | +9.0% | +146.9% | +147.9% |
| 1Y | +300.8% | +4.6% | +296.2% | +291.3% |
| 3Y | +1,981.6% | +33.5% | +1,948.1% | +1,795.0% |
| 5Y | +359.3% | +41.4% | +317.9% | +310.0% |
| 10Y | +780.8% | +204.3% | +576.6% | +572.7% |
| All | +293.8% | +1,204.7% | -910.9% | +276.3% |
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