+803.3%
AXTI vs SMR
-14.3%
+817.7%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SMR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -15.7% | +15.8% | +3.5% |
| 7D | +5.1% | -11.2% | +16.3% | +7.6% |
| 30D | -17.5% | -10.2% | -7.2% | -15.9% |
| 3M | -26.7% | -10.0% | -16.6% | -24.4% |
| 6M | +36.8% | -30.5% | +67.2% | +46.2% |
| YTD | +296.1% | -39.2% | +335.4% | +324.8% |
| 1Y | +1,810.6% | -75.5% | +1,886.1% | +2,267.8% |
| 3Y | +2,587.6% | +45.4% | +2,542.1% | +1,863.6% |
| All | +803.3% | -14.3% | +817.7% | +599.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SMR.
Daily Out/Under-Performance
Portfolio return minus SMR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SMR 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 10y: compounded portfolio wealth divided by compounded SMR 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…
10y analysis · Full analysis span regression · 6 months rolling