+3.8%
SGOV vs AXTI
+1,914.4%
-1,910.6%
0.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AXTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +9.7% | -9.6% | 0.0% |
| 7D | +0.1% | +5.1% | -5.0% | +0.1% |
| 30D | +0.3% | -10.2% | +10.5% | +0.3% |
| 3M | +1.0% | -41.8% | +42.8% | +1.0% |
| 6M | +1.9% | +57.5% | -55.6% | +1.9% |
| YTD | +2.5% | +277.0% | -274.5% | +2.6% |
| 1Y | +3.8% | +1,982.4% | -1,978.6% | +3.9% |
| All | +3.8% | +1,914.4% | -1,910.6% | +3.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AXTI.
Daily Out/Under-Performance
Portfolio return minus AXTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AXTI 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 AXTI 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