+3,200.8%
AXTI vs SIMO
+2,204.4%
+996.4%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SIMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.4% | +5.7% | +4.7% | +8.4% |
| 7D | -11.0% | -8.5% | -2.5% | -7.2% |
| 30D | -37.3% | -34.8% | -2.5% | -26.0% |
| 3M | -51.6% | -32.8% | -18.7% | -42.8% |
| 6M | -63.1% | -32.0% | -31.1% | -56.0% |
| YTD | +162.4% | +87.0% | +75.4% | +124.2% |
| 1Y | +353.6% | +86.1% | +267.5% | +290.1% |
| 3Y | +1,972.9% | +226.4% | +1,746.5% | +1,439.4% |
| 5Y | +370.0% | +172.1% | +197.9% | +253.8% |
| 10Y | +749.7% | +408.0% | +341.7% | +432.8% |
| All | +3,200.8% | +2,204.4% | +996.4% | +886.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling