+743.4%
AXTI vs SEI
+999.8%
-256.5%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +5.1% | -5.0% | -1.5% |
| 7D | +5.1% | +22.6% | -17.5% | -1.5% |
| 30D | -17.5% | +9.1% | -26.6% | -19.2% |
| 3M | -26.7% | -11.3% | -15.3% | -23.2% |
| 6M | +36.8% | +22.0% | +14.7% | +33.7% |
| YTD | +296.1% | +47.3% | +248.9% | +272.4% |
| 1Y | +1,810.6% | +124.8% | +1,685.9% | +1,593.0% |
| 3Y | +2,587.6% | +591.3% | +1,996.3% | +1,592.6% |
| All | +743.4% | +999.8% | -256.5% | +338.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SEI.
Daily Out/Under-Performance
Portfolio return minus SEI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SEI 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 SEI 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