+1,472.1%
AXTI vs SPG
+64.5%
+1,407.6%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.1% | 0.0% | +0.1% |
| 7D | +5.1% | -1.2% | +6.2% | +5.6% |
| 30D | -17.5% | -6.1% | -11.3% | -15.5% |
| 3M | -26.7% | -3.6% | -23.0% | -26.5% |
| 6M | +36.8% | +10.4% | +26.3% | +28.5% |
| YTD | +296.1% | +14.4% | +281.8% | +266.4% |
| 1Y | +1,810.6% | +16.5% | +1,794.1% | +1,649.0% |
| 3Y | +2,587.6% | +106.8% | +2,480.8% | +1,858.1% |
| 5Y | +601.7% | +108.9% | +492.8% | +406.3% |
| All | +1,472.1% | +64.5% | +1,407.6% | +920.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling