+652.8%
AXTI vs EXPD
+60.9%
+591.9%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.8% | -1.5% | +14.4% | +13.6% |
| 7D | +24.0% | -0.9% | +24.9% | +24.5% |
| 30D | -21.5% | +4.1% | -25.5% | -23.0% |
| 3M | -23.4% | +13.8% | -37.2% | -29.5% |
| 6M | +114.9% | +27.3% | +87.6% | +82.7% |
| YTD | +325.4% | +25.4% | +300.0% | +262.0% |
| 1Y | +2,136.7% | +54.4% | +2,082.3% | +1,547.7% |
| 3Y | +2,835.0% | +67.9% | +2,767.1% | +1,910.0% |
| 5Y | +652.8% | +59.2% | +593.6% | +382.0% |
| All | +652.8% | +60.9% | +591.9% | +382.0% |
Cumulative growth
Daily Returns
Daily percentage return beside EXPD.
Daily Out/Under-Performance
Portfolio return minus EXPD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXPD 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 EXPD 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