+802.4%
AXTI vs SMR
+1.6%
+800.8%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SMR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | -5.6% | -0.6% | -4.9% |
| 7D | +15.1% | +4.7% | +10.4% | +14.1% |
| 30D | -12.3% | +3.2% | -15.5% | -13.0% |
| 3M | -24.1% | +9.9% | -34.0% | -24.8% |
| 6M | +46.0% | -15.1% | +61.2% | +50.2% |
| YTD | +295.7% | -27.9% | +323.7% | +310.2% |
| 1Y | +1,825.6% | -70.2% | +1,895.8% | +2,197.1% |
| 3Y | +2,630.0% | +72.5% | +2,557.5% | +1,828.5% |
| All | +802.4% | +1.6% | +800.8% | +575.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling