+762.7%
AXTI vs SIMO
+394.4%
+368.3%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SIMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -5.6% | +1.7% | -0.6% |
| 7D | +7.6% | +4.1% | +3.5% | +6.0% |
| 30D | -32.1% | -24.0% | -8.1% | -18.3% |
| 3M | -46.0% | -31.8% | -14.2% | -30.8% |
| 6M | -65.7% | -36.9% | -28.8% | -53.5% |
| YTD | +155.9% | +84.8% | +71.1% | +90.4% |
| 1Y | +300.8% | +99.0% | +201.8% | +189.6% |
| 3Y | +1,981.6% | +217.9% | +1,763.7% | +1,123.7% |
| 5Y | +359.3% | +171.5% | +187.8% | +168.0% |
| All | +762.7% | +394.4% | +368.3% | +261.0% |
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