+1,472.1%
AXTI vs SPMO
+517.6%
+954.5%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.5% | -0.4% | -0.6% |
| 7D | +5.1% | -0.9% | +6.0% | +6.7% |
| 30D | -17.5% | -1.9% | -15.5% | -13.7% |
| 3M | -26.7% | -1.4% | -25.3% | -19.7% |
| 6M | +36.8% | +25.5% | +11.3% | +11.2% |
| YTD | +296.1% | +24.8% | +271.3% | +229.2% |
| 1Y | +1,810.6% | +24.5% | +1,786.1% | +1,530.6% |
| 3Y | +2,587.6% | +157.1% | +2,430.4% | +932.2% |
| 5Y | +601.7% | +149.5% | +452.2% | +182.2% |
| All | +1,472.1% | +517.6% | +954.5% | +187.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SPMO.
Daily Out/Under-Performance
Portfolio return minus SPMO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPMO 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 10y: compounded portfolio wealth divided by compounded SPMO 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…
10y analysis · Full analysis span regression · 6 months rolling