+1,472.1%
AXTI vs SPY
+322.5%
+1,149.6%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.9% | -0.7% | -1.2% |
| 7D | +5.1% | -0.8% | +5.8% | +6.3% |
| 30D | -17.5% | -1.1% | -16.4% | -16.1% |
| 3M | -26.7% | +3.9% | -30.5% | -29.3% |
| 6M | +36.8% | +13.6% | +23.2% | +16.0% |
| YTD | +296.1% | +12.7% | +283.5% | +245.8% |
| 1Y | +1,810.6% | +17.5% | +1,793.1% | +1,509.0% |
| 3Y | +2,587.6% | +76.9% | +2,510.6% | +1,248.3% |
| 5Y | +601.7% | +83.6% | +518.2% | +244.5% |
| All | +1,472.1% | +322.5% | +1,149.6% | +164.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SPY.
Daily Out/Under-Performance
Portfolio return minus SPY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPY 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 SPY 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