+480.1%
AXTI vs SPGI
+3,878.5%
-3,398.3%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.7% | -1.6% | +11.2% | +10.3% |
| 7D | +5.1% | +0.1% | +5.0% | +4.8% |
| 30D | -10.2% | +8.4% | -18.6% | -13.7% |
| 3M | -41.8% | +11.8% | -53.7% | -45.9% |
| 6M | +57.5% | +5.7% | +51.8% | +48.0% |
| YTD | +277.0% | -9.7% | +286.7% | +277.2% |
| 1Y | +1,982.4% | -12.5% | +1,994.9% | +1,996.0% |
| 3Y | +2,234.8% | +21.8% | +2,213.0% | +1,942.3% |
| 5Y | +528.3% | +8.2% | +520.2% | +474.0% |
| 10Y | +1,310.5% | +309.5% | +1,001.0% | +692.5% |
| All | +480.1% | +3,878.5% | -3,398.3% | +31.3% |
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