+743.4%
AXTI vs SPMO
+149.5%
+593.9%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.5% | -0.4% | -0.8% |
| 7D | +5.1% | -0.9% | +6.0% | +7.0% |
| 30D | -17.5% | -1.9% | -15.5% | -12.9% |
| 3M | -26.7% | -1.4% | -25.3% | -18.7% |
| 6M | +36.8% | +25.5% | +11.3% | +5.8% |
| YTD | +296.1% | +24.8% | +271.3% | +214.2% |
| 1Y | +1,810.6% | +24.5% | +1,786.1% | +1,460.3% |
| 3Y | +2,587.6% | +157.1% | +2,430.4% | +804.3% |
| All | +743.4% | +149.5% | +593.9% | +200.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling