+1,472.1%
AXTI vs EXR
+151.8%
+1,320.3%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.9% | -0.8% | 0.0% |
| 7D | +5.1% | -1.2% | +6.2% | +5.3% |
| 30D | -17.5% | -6.2% | -11.2% | -16.6% |
| 3M | -26.7% | -7.4% | -19.3% | -26.2% |
| 6M | +36.8% | -0.5% | +37.3% | +35.1% |
| YTD | +296.1% | +8.1% | +288.1% | +284.3% |
| 1Y | +1,810.6% | -2.9% | +1,813.5% | +1,792.2% |
| 3Y | +2,587.6% | +22.9% | +2,564.6% | +2,387.1% |
| 5Y | +601.7% | -10.2% | +611.9% | +590.5% |
| All | +1,472.1% | +151.8% | +1,320.3% | +1,337.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling