+2,759.3%
AXTI vs SAN
+343.8%
+2,415.5%
-78.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.2% | +0.3% | -0.2% |
| 7D | +21.0% | -0.5% | +21.5% | +21.2% |
| 30D | -6.6% | -0.1% | -6.6% | -6.8% |
| 3M | -12.1% | +19.6% | -31.7% | -19.7% |
| 6M | +78.7% | +32.7% | +46.0% | +51.5% |
| YTD | +321.5% | +26.7% | +294.8% | +265.3% |
| 1Y | +2,166.8% | +51.6% | +2,115.1% | +1,694.8% |
| All | +2,759.3% | +343.8% | +2,415.5% | +1,272.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SAN.
Daily Out/Under-Performance
Portfolio return minus SAN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SAN 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 3y: compounded portfolio wealth divided by compounded SAN 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…
3y analysis · Full analysis span regression · 6 months rolling