+2,584.6%
AXTI vs SM
-0.7%
+2,585.3%
-78.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | +0.5% | -6.6% | -6.3% |
| 7D | +15.1% | +2.1% | +13.0% | +14.3% |
| 30D | -12.3% | +18.1% | -30.4% | -16.8% |
| 3M | -24.1% | +17.0% | -41.1% | -29.2% |
| 6M | +46.0% | +55.4% | -9.4% | +20.3% |
| YTD | +295.7% | +108.6% | +187.2% | +186.3% |
| 1Y | +1,825.6% | +45.7% | +1,779.9% | +1,515.5% |
| All | +2,584.6% | -0.7% | +2,585.3% | +2,515.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling