+32.7%
EXPD vs AXTX
-92.7%
+125.4%
-9.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AXTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -8.1% | +7.6% | -0.4% |
| 7D | +5.5% | +9.8% | -4.3% | +5.5% |
| 30D | -0.8% | -65.3% | +64.5% | -1.1% |
| 3M | +4.1% | -83.3% | +87.5% | +3.8% |
| 6M | +25.7% | -97.0% | +122.7% | +25.7% |
| All | +32.7% | -92.7% | +125.4% | +35.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AXTX.
Daily Out/Under-Performance
Portfolio return minus AXTX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AXTX 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 AXTX 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