+2,759.3%
AXTI vs SPGI
+16.0%
+2,743.4%
-78.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.6% | +1.6% | -0.9% |
| 7D | +21.0% | -3.1% | +24.1% | +20.9% |
| 30D | -6.6% | +2.0% | -8.7% | -7.3% |
| 3M | -12.1% | +4.3% | -16.4% | -14.0% |
| 6M | +78.7% | -0.2% | +78.9% | +76.9% |
| YTD | +321.5% | -14.8% | +336.3% | +349.0% |
| 1Y | +2,166.8% | -18.5% | +2,185.3% | +2,373.2% |
| All | +2,759.3% | +16.0% | +2,743.4% | +2,147.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling