+818.7%
AXTI vs SPOT
+216.9%
+601.8%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.8% | -0.7% | -0.1% |
| 7D | +5.1% | -3.1% | +8.2% | +6.1% |
| 30D | -17.5% | +7.4% | -24.8% | -20.5% |
| 3M | -26.7% | +8.2% | -34.9% | -30.8% |
| 6M | +36.8% | +2.2% | +34.5% | +31.8% |
| YTD | +296.1% | -9.5% | +305.6% | +288.0% |
| 1Y | +1,810.6% | -23.8% | +1,834.5% | +1,899.2% |
| 3Y | +2,587.6% | +233.5% | +2,354.1% | +1,363.3% |
| 5Y | +601.7% | +112.2% | +489.5% | +331.3% |
| All | +818.7% | +216.9% | +601.8% | +342.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SPOT.
Daily Out/Under-Performance
Portfolio return minus SPOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPOT 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 SPOT 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