+2,587.6%
AXTI vs NEM
+243.4%
+2,344.2%
-78.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.5% | -0.4% | -0.1% |
| 7D | +5.1% | -1.0% | +6.1% | +5.5% |
| 30D | -17.5% | +7.8% | -25.3% | -19.8% |
| 3M | -26.7% | +30.2% | -56.9% | -33.1% |
| 6M | +36.8% | +9.6% | +27.2% | +30.4% |
| YTD | +296.1% | +27.8% | +268.3% | +250.7% |
| 1Y | +1,810.6% | +60.7% | +1,749.9% | +1,487.1% |
| 3Y | +2,587.6% | +245.3% | +2,342.3% | +1,786.2% |
| All | +2,587.6% | +243.4% | +2,344.2% | +1,786.2% |
Cumulative growth
Daily Returns
Daily percentage return beside NEM.
Daily Out/Under-Performance
Portfolio return minus NEM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NEM 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 3y: compounded portfolio wealth divided by compounded NEM 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…
3y analysis · Full analysis span regression · 6 months rolling