+27.4%
EXPD vs AXTX
-96.8%
+124.2%
-9.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | AXTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -14.4% | +14.9% | +0.6% |
| 7D | +3.6% | +33.6% | -30.0% | +3.5% |
| 30D | +0.3% | -65.7% | +66.0% | 0.0% |
| 3M | +6.1% | -82.2% | +88.3% | +5.9% |
| 6M | +27.4% | -96.8% | +124.1% | +28.1% |
| All | +27.4% | -96.8% | +124.2% | +28.1% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling