+480.1%
AXTI vs SPG
+2,555.5%
-2,075.3%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.7% | -1.0% | +10.7% | +10.0% |
| 7D | +5.1% | -2.4% | +7.5% | +5.9% |
| 30D | -10.2% | -6.8% | -3.3% | -8.0% |
| 3M | -41.8% | +2.7% | -44.5% | -43.2% |
| 6M | +57.5% | +5.5% | +52.1% | +52.1% |
| YTD | +277.0% | +15.7% | +261.3% | +251.4% |
| 1Y | +1,982.4% | +20.9% | +1,961.6% | +1,807.7% |
| 3Y | +2,234.8% | +112.4% | +2,122.5% | +1,666.7% |
| 5Y | +528.3% | +101.4% | +427.0% | +381.5% |
| 10Y | +1,310.5% | +60.6% | +1,249.9% | +944.4% |
| All | +480.1% | +2,555.5% | -2,075.3% | -4.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling