+1,982.4%
AXTI vs SPGI
-12.7%
+1,995.2%
-73.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.7% | -1.6% | +11.2% | +8.8% |
| 7D | +5.1% | +0.1% | +5.0% | +5.5% |
| 30D | -10.2% | +8.4% | -18.6% | -5.8% |
| 3M | -41.8% | +11.8% | -53.7% | -38.2% |
| 6M | +57.5% | +5.7% | +51.8% | +70.3% |
| YTD | +277.0% | -9.7% | +286.7% | +317.0% |
| 1Y | +1,982.4% | -12.5% | +1,994.9% | +2,279.5% |
| All | +1,982.4% | -12.7% | +1,995.2% | +2,279.5% |
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