+601.0%
AXTI vs SPY
+79.8%
+521.2%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | -0.6% | -5.5% | -5.0% |
| 7D | +15.1% | -2.0% | +17.1% | +19.4% |
| 30D | -12.3% | -1.7% | -10.7% | -9.5% |
| 3M | -24.1% | +4.7% | -28.9% | -28.4% |
| 6M | +46.0% | +12.5% | +33.5% | +22.4% |
| YTD | +295.7% | +11.7% | +284.0% | +241.8% |
| 1Y | +1,825.6% | +17.5% | +1,808.1% | +1,475.4% |
| 3Y | +2,630.0% | +76.6% | +2,553.4% | +1,191.0% |
| 5Y | +601.0% | +82.0% | +518.9% | +244.3% |
| All | +601.0% | +79.8% | +521.2% | +244.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling