+4,641.5%
AXTI vs SIMO
+3,332.4%
+1,309.2%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SIMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.7% | +8.7% | +1.0% | +6.8% |
| 7D | +5.1% | +4.2% | +0.9% | +3.9% |
| 30D | -10.2% | +4.1% | -14.2% | -10.8% |
| 3M | -41.8% | -12.9% | -29.0% | -38.0% |
| 6M | +57.5% | +110.3% | -52.8% | +23.8% |
| YTD | +277.0% | +178.6% | +98.4% | +175.1% |
| 1Y | +1,982.4% | +220.0% | +1,762.4% | +1,375.5% |
| 3Y | +2,234.8% | +409.0% | +1,825.8% | +1,362.5% |
| 5Y | +528.3% | +277.3% | +251.0% | +312.0% |
| 10Y | +1,310.5% | +506.6% | +803.9% | +690.4% |
| All | +4,641.5% | +3,332.4% | +1,309.2% | +1,110.2% |
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