+371.2%
AXTI vs SRE
+1,544.3%
-1,173.1%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.5% | -0.4% | -0.8% |
| 7D | +21.0% | +1.5% | +19.5% | +20.5% |
| 30D | -6.6% | +0.8% | -7.5% | -7.1% |
| 3M | -12.1% | -5.8% | -6.3% | -10.9% |
| 6M | +78.7% | -7.8% | +86.5% | +82.5% |
| YTD | +321.5% | -2.4% | +323.8% | +322.1% |
| 1Y | +2,166.8% | +8.9% | +2,157.9% | +2,091.1% |
| 3Y | +2,807.6% | +31.1% | +2,776.5% | +2,498.5% |
| 5Y | +651.5% | +48.6% | +602.9% | +541.3% |
| 10Y | +1,560.5% | +126.1% | +1,434.3% | +1,101.6% |
| All | +371.2% | +1,544.3% | -1,173.1% | +93.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling