+456.7%
AXTI vs EXR
+28.1%
+428.6%
-73.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.4% | +3.1% | -10.5% | -5.0% |
| 7D | -26.2% | +11.3% | -37.4% | -19.9% |
| 30D | -45.1% | +21.2% | -66.3% | -37.3% |
| 3M | -27.2% | +8.7% | -35.9% | -21.4% |
| 6M | -55.2% | +18.2% | -73.4% | -52.1% |
| YTD | +190.8% | +27.9% | +162.8% | +209.1% |
| 1Y | +456.7% | +28.3% | +428.3% | +501.8% |
| All | +456.7% | +28.1% | +428.6% | +501.8% |
Cumulative growth
Daily Returns
Daily percentage return beside EXR.
Daily Out/Under-Performance
Portfolio return minus EXR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXR 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 1y: compounded portfolio wealth divided by compounded EXR 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…
1y analysis · Full analysis span regression · 6 months rolling