+2,060.2%
AXTI vs SSNC
+1,021.3%
+1,038.9%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.4% | +0.4% | -0.3% |
| 7D | +21.0% | -3.9% | +24.9% | +22.9% |
| 30D | -6.6% | -0.2% | -6.5% | -7.4% |
| 3M | -12.1% | +15.9% | -28.0% | -22.0% |
| 6M | +78.7% | +7.5% | +71.3% | +61.9% |
| YTD | +321.5% | -8.2% | +329.7% | +317.6% |
| 1Y | +2,166.8% | -9.3% | +2,176.1% | +2,166.3% |
| 3Y | +2,807.6% | +48.5% | +2,759.1% | +2,093.1% |
| 5Y | +651.5% | +16.0% | +635.5% | +548.9% |
| 10Y | +1,560.5% | +169.2% | +1,391.3% | +874.4% |
| All | +2,060.2% | +1,021.3% | +1,038.9% | +462.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling