+651.5%
AXTI vs EXR
-13.9%
+665.3%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.5% | +1.6% | -0.4% |
| 7D | +21.0% | -3.1% | +24.1% | +21.8% |
| 30D | -6.6% | -7.5% | +0.9% | -5.2% |
| 3M | -12.1% | -7.5% | -4.6% | -11.5% |
| 6M | +78.7% | -5.2% | +83.9% | +77.6% |
| YTD | +321.5% | +6.5% | +315.0% | +305.1% |
| 1Y | +2,166.8% | -2.0% | +2,168.8% | +2,123.9% |
| 3Y | +2,807.6% | +21.5% | +2,786.1% | +2,478.2% |
| 5Y | +651.5% | -11.5% | +663.0% | +668.2% |
| All | +651.5% | -13.9% | +665.3% | +668.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling