+1,982.4%
AXTI vs SO
-1.3%
+1,983.8%
-73.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.7% | -0.7% | +10.4% | +8.5% |
| 7D | +5.1% | -0.2% | +5.3% | +5.0% |
| 30D | -10.2% | -4.6% | -5.6% | -17.1% |
| 3M | -41.8% | -3.0% | -38.8% | -43.9% |
| 6M | +57.5% | -8.3% | +65.8% | +44.1% |
| YTD | +277.0% | +3.5% | +273.5% | +315.8% |
| 1Y | +1,982.4% | -0.9% | +1,983.4% | +1,837.6% |
| All | +1,982.4% | -1.3% | +1,983.8% | +1,837.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SO.
Daily Out/Under-Performance
Portfolio return minus SO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SO 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 1y: compounded portfolio wealth divided by compounded SO 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…
1y analysis · Full analysis span regression · 6 months rolling