+293.8%
AXTI vs SPGI
+4,148.3%
-3,854.5%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +1.1% | -5.0% | -4.3% |
| 7D | +7.6% | +1.2% | +6.4% | +7.2% |
| 30D | -32.1% | +15.9% | -48.0% | -36.2% |
| 3M | -46.0% | +12.3% | -58.3% | -49.3% |
| 6M | -65.7% | +23.7% | -89.4% | -69.8% |
| YTD | +155.9% | -3.5% | +159.5% | +146.9% |
| 1Y | +300.8% | +0.4% | +300.4% | +279.0% |
| 3Y | +1,981.6% | +29.9% | +1,951.7% | +1,657.9% |
| 5Y | +359.3% | +15.2% | +344.1% | +305.8% |
| 10Y | +780.8% | +337.2% | +443.7% | +377.5% |
| All | +293.8% | +4,148.3% | -3,854.5% | -14.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling