+1,472.1%
AXTI vs SIMO
+605.2%
+866.9%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SIMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +7.2% | -7.1% | -3.8% |
| 7D | +5.1% | +11.0% | -6.0% | -0.7% |
| 30D | -17.5% | +17.9% | -35.3% | -24.1% |
| 3M | -26.7% | +3.9% | -30.6% | -27.1% |
| 6M | +36.8% | +131.0% | -94.3% | -14.7% |
| YTD | +296.1% | +209.3% | +86.8% | +117.5% |
| 1Y | +1,810.6% | +223.8% | +1,586.9% | +942.7% |
| 3Y | +2,587.6% | +479.2% | +2,108.3% | +1,030.7% |
| 5Y | +601.7% | +316.0% | +285.7% | +217.0% |
| All | +1,472.1% | +605.2% | +866.9% | +439.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SIMO.
Daily Out/Under-Performance
Portfolio return minus SIMO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SIMO 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 SIMO 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