+456.7%
AXTI vs SPG
+34.3%
+422.4%
-73.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.4% | +2.9% | -10.3% | -3.4% |
| 7D | -26.2% | +8.2% | -34.3% | -17.3% |
| 30D | -45.1% | +13.5% | -58.6% | -34.2% |
| 3M | -27.2% | +2.2% | -29.4% | -22.9% |
| 6M | -55.2% | +15.9% | -71.0% | -46.9% |
| YTD | +190.8% | +27.6% | +163.2% | +280.6% |
| 1Y | +456.7% | +30.9% | +425.7% | +639.0% |
| All | +456.7% | +34.3% | +422.4% | +639.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SPG.
Daily Out/Under-Performance
Portfolio return minus SPG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPG 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 SPG 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