+743.4%
AXTI vs SSNC
+19.2%
+724.2%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.7% | -1.6% | -0.6% |
| 7D | +5.1% | -4.0% | +9.1% | +6.7% |
| 30D | -17.5% | +0.5% | -18.0% | -18.4% |
| 3M | -26.7% | +18.9% | -45.6% | -35.6% |
| 6M | +36.8% | +10.8% | +25.9% | +23.2% |
| YTD | +296.1% | -7.1% | +303.3% | +309.6% |
| 1Y | +1,810.6% | -9.6% | +1,820.2% | +1,920.7% |
| 3Y | +2,587.6% | +51.1% | +2,536.5% | +1,723.0% |
| All | +743.4% | +19.2% | +724.2% | +639.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SSNC.
Daily Out/Under-Performance
Portfolio return minus SSNC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SSNC 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 SSNC 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