+1,472.1%
AXTI vs SBAC
+87.1%
+1,385.0%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SBAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +2.2% | -2.1% | -0.3% |
| 7D | +5.1% | -2.1% | +7.2% | +5.5% |
| 30D | -17.5% | +2.0% | -19.5% | -17.9% |
| 3M | -26.7% | -8.3% | -18.4% | -25.9% |
| 6M | +36.8% | +0.3% | +36.4% | +34.5% |
| YTD | +296.1% | -2.2% | +298.4% | +289.0% |
| 1Y | +1,810.6% | -4.6% | +1,815.2% | +1,788.7% |
| 3Y | +2,587.6% | -8.3% | +2,595.8% | +2,499.5% |
| 5Y | +601.7% | -42.8% | +644.6% | +684.6% |
| All | +1,472.1% | +87.1% | +1,385.0% | +1,274.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SBAC.
Daily Out/Under-Performance
Portfolio return minus SBAC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SBAC 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 10y: compounded portfolio wealth divided by compounded SBAC 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…
10y analysis · Full analysis span regression · 6 months rolling