+5,123.7%
AXTI vs EXR
+2,662.2%
+2,461.5%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.7% | -1.2% | +10.9% | +10.0% |
| 7D | +5.1% | -2.6% | +7.7% | +5.8% |
| 30D | -10.2% | -7.2% | -3.0% | -8.4% |
| 3M | -41.8% | -3.5% | -38.3% | -41.9% |
| 6M | +57.5% | -5.3% | +62.8% | +57.6% |
| YTD | +277.0% | +9.4% | +267.7% | +262.9% |
| 1Y | +1,982.4% | +1.3% | +1,981.1% | +1,939.3% |
| 3Y | +2,234.8% | +22.4% | +2,212.4% | +2,032.8% |
| 5Y | +528.3% | -12.2% | +540.6% | +520.1% |
| 10Y | +1,310.5% | +148.6% | +1,162.0% | +903.2% |
| All | +5,123.7% | +2,662.2% | +2,461.5% | +1,791.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling