+651.5%
AXTI vs SPGI
+1.6%
+649.9%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.6% | +1.6% | -0.1% |
| 7D | +21.0% | -3.1% | +24.1% | +21.8% |
| 30D | -6.6% | +2.0% | -8.7% | -8.3% |
| 3M | -12.1% | +4.3% | -16.4% | -16.2% |
| 6M | +78.7% | -0.2% | +78.9% | +71.8% |
| YTD | +321.5% | -14.8% | +336.3% | +341.8% |
| 1Y | +2,166.8% | -18.5% | +2,185.3% | +2,325.0% |
| 3Y | +2,807.6% | +16.0% | +2,791.6% | +2,304.0% |
| 5Y | +651.5% | +2.2% | +649.3% | +545.5% |
| All | +651.5% | +1.6% | +649.9% | +545.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling