+2,026.9%
AXTI vs XME
+244.0%
+1,782.9%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XME | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.6% | -0.3% | -0.6% |
| 7D | +21.0% | -0.2% | +21.2% | +21.2% |
| 30D | -6.6% | +1.4% | -8.0% | -7.0% |
| 3M | -12.1% | +2.7% | -14.8% | -11.4% |
| 6M | +78.7% | +6.5% | +72.2% | +78.4% |
| YTD | +321.5% | +15.2% | +306.3% | +304.7% |
| 1Y | +2,166.8% | +43.5% | +2,123.3% | +1,879.1% |
| 3Y | +2,807.6% | +135.9% | +2,671.7% | +1,948.4% |
| 5Y | +651.5% | +181.5% | +470.0% | +385.3% |
| 10Y | +1,560.5% | +436.9% | +1,123.6% | +722.7% |
| All | +2,026.9% | +244.0% | +1,782.9% | +938.3% |
Cumulative growth
Daily Returns
Daily percentage return beside XME.
Daily Out/Under-Performance
Portfolio return minus XME return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XME 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 XME 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