+456.7%
AXTI vs SPGI
+3.2%
+453.5%
-73.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.4% | +3.4% | -10.7% | -4.5% |
| 7D | -26.2% | +7.2% | -33.4% | -21.2% |
| 30D | -45.1% | +23.2% | -68.4% | -34.7% |
| 3M | -27.2% | +17.0% | -44.2% | -15.4% |
| 6M | -55.2% | +20.4% | -75.6% | -46.6% |
| YTD | +190.8% | -1.9% | +192.7% | +269.8% |
| 1Y | +456.7% | +2.9% | +453.8% | +677.0% |
| All | +456.7% | +3.2% | +453.5% | +677.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SPGI.
Daily Out/Under-Performance
Portfolio return minus SPGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPGI 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 SPGI 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