+2,505.2%
AXTI vs SFM
+117.5%
+2,387.8%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | SFM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.8% | -6.5% | +19.3% | +13.8% |
| 7D | +24.0% | -5.8% | +29.8% | +24.9% |
| 30D | -21.5% | -11.4% | -10.1% | -20.3% |
| 3M | -23.4% | -12.2% | -11.2% | -22.3% |
| 6M | +114.9% | -5.2% | +120.0% | +113.9% |
| YTD | +325.4% | -4.5% | +329.9% | +320.7% |
| 1Y | +2,136.7% | -45.4% | +2,182.0% | +2,317.1% |
| 3Y | +2,835.0% | +91.1% | +2,743.9% | +2,453.5% |
| 5Y | +652.8% | +226.8% | +426.0% | +505.4% |
| 10Y | +1,513.9% | +291.9% | +1,222.0% | +1,148.2% |
| All | +2,505.2% | +117.5% | +2,387.8% | +2,045.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SFM.
Daily Out/Under-Performance
Portfolio return minus SFM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SFM 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded SFM 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling