+1,810.6%
AXTI vs SRE
+4.6%
+1,806.0%
-73.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.8% | +0.9% | +0.3% |
| 7D | +5.1% | -0.8% | +5.9% | +5.4% |
| 30D | -17.5% | -3.0% | -14.5% | -16.5% |
| 3M | -26.7% | -8.3% | -18.4% | -24.5% |
| 6M | +36.8% | -8.9% | +45.7% | +45.2% |
| YTD | +296.1% | -4.3% | +300.4% | +322.4% |
| 1Y | +1,810.6% | +2.7% | +1,807.9% | +2,139.5% |
| All | +1,810.6% | +4.6% | +1,806.0% | +2,139.5% |
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