+356.3%
AXTI vs SO
+79.0%
+277.3%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +1.2% | -5.1% | -3.6% |
| 7D | +7.6% | +1.4% | +6.3% | +8.0% |
| 30D | -32.1% | +4.7% | -36.8% | -31.0% |
| 3M | -46.0% | +1.7% | -47.7% | -45.5% |
| 6M | -65.7% | +2.2% | -67.8% | -65.3% |
| YTD | +155.9% | +10.0% | +145.9% | +159.4% |
| 1Y | +300.8% | +6.0% | +294.7% | +306.2% |
| 3Y | +1,981.6% | +54.1% | +1,927.5% | +1,804.5% |
| All | +356.3% | +79.0% | +277.3% | +325.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling