+743.4%
AXTI vs SYY
+23.4%
+720.0%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.1% | -1.0% | -0.2% |
| 7D | +5.1% | +3.9% | +1.1% | +4.0% |
| 30D | -17.5% | -1.7% | -15.7% | -17.2% |
| 3M | -26.7% | +5.2% | -31.9% | -28.3% |
| 6M | +36.8% | -0.2% | +37.0% | +36.0% |
| YTD | +296.1% | +15.4% | +280.8% | +273.4% |
| 1Y | +1,810.6% | +5.6% | +1,805.0% | +1,746.0% |
| 3Y | +2,587.6% | +28.9% | +2,558.7% | +2,243.5% |
| All | +743.4% | +23.4% | +720.0% | +634.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SYY.
Daily Out/Under-Performance
Portfolio return minus SYY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SYY 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 SYY 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