+2,584.6%
AXTI vs SPG
+106.6%
+2,478.0%
-78.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | +0.1% | -6.2% | -6.1% |
| 7D | +15.1% | -2.2% | +17.3% | +15.9% |
| 30D | -12.3% | -5.8% | -6.5% | -10.7% |
| 3M | -24.1% | -2.8% | -21.3% | -25.0% |
| 6M | +46.0% | +8.9% | +37.2% | +34.5% |
| YTD | +295.7% | +14.3% | +281.4% | +253.6% |
| 1Y | +1,825.6% | +19.5% | +1,806.1% | +1,560.4% |
| All | +2,584.6% | +106.6% | +2,478.0% | +1,499.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling