+1,982.4%
AXTI vs SM
+36.8%
+1,945.7%
-73.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.7% | -3.1% | +12.8% | +9.9% |
| 7D | +5.1% | -0.5% | +5.6% | +5.1% |
| 30D | -10.2% | +25.6% | -35.7% | -11.4% |
| 3M | -41.8% | +8.0% | -49.9% | -40.6% |
| 6M | +57.5% | +50.8% | +6.7% | +48.1% |
| YTD | +277.0% | +97.9% | +179.1% | +237.3% |
| 1Y | +1,982.4% | +33.8% | +1,948.6% | +2,087.5% |
| All | +1,982.4% | +36.8% | +1,945.7% | +2,087.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SM.
Daily Out/Under-Performance
Portfolio return minus SM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SM 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 1y: compounded portfolio wealth divided by compounded SM 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…
1y analysis · Full analysis span regression · 6 months rolling