+554.7%
AXTI vs SMTC
+2,759.3%
-2,204.6%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.8% | +10.0% | +2.9% | +8.4% |
| 7D | +24.0% | +22.9% | +1.0% | +13.5% |
| 30D | -21.5% | +16.6% | -38.1% | -25.5% |
| 3M | -23.4% | +2.4% | -25.8% | -20.6% |
| 6M | +114.9% | +98.3% | +16.6% | +71.2% |
| YTD | +325.4% | +120.7% | +204.8% | +228.6% |
| 1Y | +2,136.7% | +168.3% | +1,968.4% | +1,493.0% |
| 3Y | +2,835.0% | +571.7% | +2,263.3% | +1,077.3% |
| 5Y | +652.8% | +114.0% | +538.8% | +364.6% |
| 10Y | +1,513.9% | +497.0% | +1,016.9% | +568.0% |
| All | +554.7% | +2,759.3% | -2,204.6% | +56.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SMTC.
Daily Out/Under-Performance
Portfolio return minus SMTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SMTC 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 SMTC 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