+215.0%
AXTI vs EXEL
+268.9%
-53.9%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.1% | -2.1% | -1.2% |
| 7D | +21.0% | -0.3% | +21.3% | +21.0% |
| 30D | -6.6% | +10.1% | -16.8% | -8.7% |
| 3M | -12.1% | +10.1% | -22.1% | -14.2% |
| 6M | +78.7% | +37.7% | +41.0% | +65.4% |
| YTD | +321.5% | +33.1% | +288.4% | +293.2% |
| 1Y | +2,166.8% | +52.4% | +2,114.4% | +1,943.4% |
| 3Y | +2,807.6% | +163.8% | +2,643.8% | +2,177.0% |
| 5Y | +651.5% | +198.5% | +453.0% | +469.2% |
| 10Y | +1,560.5% | +386.9% | +1,173.6% | +948.5% |
| All | +215.0% | +268.9% | -53.9% | +3.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling