+1,982.4%
AXTI vs SRE
+4.7%
+1,977.7%
-73.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.7% | -0.6% | +10.3% | +9.8% |
| 7D | +5.1% | -0.3% | +5.5% | +5.3% |
| 30D | -10.2% | -0.7% | -9.4% | -9.8% |
| 3M | -41.8% | -6.3% | -35.5% | -40.9% |
| 6M | +57.5% | -10.7% | +68.2% | +68.0% |
| YTD | +277.0% | -3.5% | +280.5% | +298.9% |
| 1Y | +1,982.4% | +5.3% | +1,977.1% | +2,426.6% |
| All | +1,982.4% | +4.7% | +1,977.7% | +2,426.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SRE.
Daily Out/Under-Performance
Portfolio return minus SRE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SRE 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 1y: compounded portfolio wealth divided by compounded SRE 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…
1y analysis · Full analysis span regression · 6 months rolling