+623.7%
AXTI vs SE
+553.8%
+69.9%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.3% | +1.5% | +0.5% |
| 7D | +5.1% | -5.2% | +10.3% | +6.6% |
| 30D | -17.5% | -17.1% | -0.4% | -13.4% |
| 3M | -26.7% | +24.0% | -50.7% | -31.8% |
| 6M | +36.8% | +21.0% | +15.8% | +27.4% |
| YTD | +296.1% | -16.7% | +312.9% | +303.7% |
| 1Y | +1,810.6% | -45.9% | +1,856.6% | +2,097.8% |
| 3Y | +2,587.6% | +177.8% | +2,409.7% | +1,765.5% |
| 5Y | +601.7% | -67.4% | +669.1% | +695.6% |
| All | +623.7% | +553.8% | +69.9% | +318.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SE.
Daily Out/Under-Performance
Portfolio return minus SE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SE 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 SE 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