+4,728.4%
AXTI vs SPXU
-100.0%
+4,828.4%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-10.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | +1.8% | -7.9% | -5.2% |
| 7D | +15.1% | +6.4% | +8.8% | +18.6% |
| 30D | -12.3% | +5.9% | -18.3% | -9.7% |
| 3M | -24.1% | -11.7% | -12.5% | -26.1% |
| 6M | +46.0% | -28.7% | +74.7% | +31.8% |
| YTD | +295.7% | -26.4% | +322.1% | +270.5% |
| 1Y | +1,825.6% | -35.2% | +1,860.8% | +1,660.6% |
| 3Y | +2,630.0% | -79.8% | +2,709.8% | +1,707.2% |
| 5Y | +601.0% | -86.1% | +687.0% | +396.0% |
| 10Y | +1,459.0% | -99.5% | +1,558.6% | +341.8% |
| All | +4,728.4% | -100.0% | +4,828.4% | +256.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 1990-01-01 to 2026-09-10: compounded portfolio wealth divided by compounded SPXU 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…
1990-01-01 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling