+5,601.6%
AXTI vs EXPE
+776.5%
+4,825.2%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXPE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.8% | -7.9% | +20.7% | +14.9% |
| 7D | +24.0% | -9.8% | +33.7% | +26.9% |
| 30D | -21.5% | -11.5% | -10.0% | -19.8% |
| 3M | -23.4% | +21.7% | -45.1% | -29.8% |
| 6M | +114.9% | +10.4% | +104.5% | +99.8% |
| YTD | +325.4% | -2.5% | +328.0% | +307.6% |
| 1Y | +2,136.7% | +27.3% | +2,109.3% | +1,883.2% |
| 3Y | +2,835.0% | +153.5% | +2,681.5% | +1,960.5% |
| 5Y | +652.8% | +91.1% | +561.7% | +455.3% |
| 10Y | +1,513.9% | +153.1% | +1,360.8% | +932.9% |
| All | +5,601.6% | +776.5% | +4,825.2% | +2,111.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling