+601.0%
AXTI vs EXEL
+192.6%
+408.4%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | -1.5% | -4.6% | -5.8% |
| 7D | +15.1% | -2.9% | +18.0% | +15.8% |
| 30D | -12.3% | +11.9% | -24.2% | -14.8% |
| 3M | -24.1% | +9.2% | -33.4% | -26.3% |
| 6M | +46.0% | +39.1% | +7.0% | +31.8% |
| YTD | +295.7% | +31.0% | +264.7% | +263.2% |
| 1Y | +1,825.6% | +52.3% | +1,773.3% | +1,574.9% |
| 3Y | +2,630.0% | +159.7% | +2,470.2% | +1,696.9% |
| 5Y | +601.0% | +187.7% | +413.2% | +273.4% |
| All | +601.0% | +192.6% | +408.4% | +273.4% |
Cumulative growth
Daily Returns
Daily percentage return beside EXEL.
Daily Out/Under-Performance
Portfolio return minus EXEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXEL 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 EXEL 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