+743.4%
AXTI vs EXPE
+92.3%
+651.0%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXPE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.4% | -1.3% | -0.2% |
| 7D | +5.1% | -5.8% | +10.9% | +6.2% |
| 30D | -17.5% | -13.6% | -3.8% | -15.3% |
| 3M | -26.7% | +25.2% | -51.9% | -33.9% |
| 6M | +36.8% | +22.3% | +14.4% | +22.2% |
| YTD | +296.1% | -0.3% | +296.5% | +276.0% |
| 1Y | +1,810.6% | +27.8% | +1,782.8% | +1,559.1% |
| 3Y | +2,587.6% | +162.4% | +2,425.1% | +1,602.6% |
| All | +743.4% | +92.3% | +651.0% | +490.3% |
Cumulative growth
Daily Returns
Daily percentage return beside EXPE.
Daily Out/Under-Performance
Portfolio return minus EXPE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXPE 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 EXPE 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