+861.1%
AXTI vs SMR
+7.6%
+853.5%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SMR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -3.3% | +2.4% | -0.2% |
| 7D | +21.0% | +13.1% | +7.9% | +17.9% |
| 30D | -6.6% | +17.8% | -24.4% | -10.1% |
| 3M | -12.1% | +8.1% | -20.2% | -12.8% |
| 6M | +78.7% | -11.1% | +89.8% | +81.8% |
| YTD | +321.5% | -23.7% | +345.2% | +331.3% |
| 1Y | +2,166.8% | -69.4% | +2,236.2% | +2,581.7% |
| 3Y | +2,807.6% | +82.6% | +2,725.0% | +1,927.6% |
| All | +861.1% | +7.6% | +853.5% | +610.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling