+601.0%
AXTI vs SPG
+103.4%
+497.6%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | +0.1% | -6.2% | -6.1% |
| 7D | +15.1% | -2.2% | +17.3% | +16.4% |
| 30D | -12.3% | -5.8% | -6.5% | -9.8% |
| 3M | -24.1% | -2.8% | -21.3% | -24.6% |
| 6M | +46.0% | +8.9% | +37.2% | +34.0% |
| YTD | +295.7% | +14.3% | +281.4% | +251.9% |
| 1Y | +1,825.6% | +19.5% | +1,806.1% | +1,556.0% |
| 3Y | +2,630.0% | +106.9% | +2,523.1% | +1,546.8% |
| 5Y | +601.0% | +108.7% | +492.2% | +421.5% |
| All | +601.0% | +103.4% | +497.6% | +421.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling