+419.6%
AXTI vs SIMO
+195.0%
+224.6%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SIMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +19.5% | +8.7% | +10.8% | +14.0% |
| 7D | -1.2% | +0.9% | -2.1% | +0.3% |
| 30D | -24.2% | -25.4% | +1.2% | -7.1% |
| 3M | -36.3% | -17.8% | -18.6% | -26.0% |
| 6M | -62.7% | -29.6% | -33.1% | -51.9% |
| YTD | +187.3% | +100.3% | +87.0% | +99.3% |
| 1Y | +344.8% | +100.4% | +244.4% | +210.7% |
| 3Y | +2,272.2% | +246.1% | +2,026.1% | +1,213.1% |
| 5Y | +419.6% | +189.8% | +229.8% | +188.6% |
| All | +419.6% | +195.0% | +224.6% | +188.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling