+2,420.3%
AXTI vs SGI
+2,073.9%
+346.4%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.8% | -0.4% | +13.3% | +13.0% |
| 7D | +24.0% | +9.3% | +14.7% | +21.1% |
| 30D | -21.5% | +6.9% | -28.4% | -23.0% |
| 3M | -23.4% | +2.8% | -26.2% | -25.1% |
| 6M | +114.9% | -12.6% | +127.5% | +117.0% |
| YTD | +325.4% | -21.5% | +347.0% | +341.1% |
| 1Y | +2,136.7% | -18.8% | +2,155.4% | +2,189.5% |
| 3Y | +2,835.0% | +60.8% | +2,774.2% | +2,427.6% |
| 5Y | +652.8% | +60.0% | +592.8% | +535.9% |
| 10Y | +1,513.9% | +267.8% | +1,246.1% | +944.2% |
| All | +2,420.3% | +2,073.9% | +346.4% | +1,080.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SGI.
Daily Out/Under-Performance
Portfolio return minus SGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SGI 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 all: compounded portfolio wealth divided by compounded SGI 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…
all analysis · Full analysis span regression · 6 months rolling