+548.6%
AXTI vs NEM
+612.0%
-63.5%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.3% | -2.2% | -1.1% |
| 7D | +21.0% | +3.1% | +18.0% | +20.5% |
| 30D | -6.6% | +10.0% | -16.6% | -7.7% |
| 3M | -12.1% | +30.9% | -42.9% | -14.6% |
| 6M | +78.7% | +10.5% | +68.2% | +76.4% |
| YTD | +321.5% | +29.7% | +291.7% | +307.5% |
| 1Y | +2,166.8% | +71.1% | +2,095.7% | +2,037.3% |
| 3Y | +2,807.6% | +252.1% | +2,555.5% | +2,447.0% |
| 5Y | +651.5% | +157.7% | +493.8% | +570.4% |
| 10Y | +1,560.5% | +319.4% | +1,241.1% | +1,324.3% |
| All | +548.6% | +612.0% | -63.5% | +655.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling