+2,966.4%
AXTI vs SPMO
+562.6%
+2,403.8%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | -1.8% | -4.3% | -3.6% |
| 7D | +15.1% | +0.1% | +15.0% | +15.4% |
| 30D | -12.3% | -0.7% | -11.6% | -9.8% |
| 3M | -24.1% | +2.8% | -27.0% | -21.2% |
| 6M | +46.0% | +24.4% | +21.6% | +21.1% |
| YTD | +295.7% | +24.2% | +271.5% | +233.9% |
| 1Y | +1,825.6% | +24.5% | +1,801.1% | +1,557.4% |
| 3Y | +2,630.0% | +155.6% | +2,474.4% | +1,004.9% |
| 5Y | +601.0% | +148.2% | +452.8% | +196.4% |
| 10Y | +1,459.0% | +514.8% | +944.2% | +297.9% |
| All | +2,966.4% | +562.6% | +2,403.8% | +706.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling