+44.6%
SMCI vs AXTI
+2,621.4%
-2,576.8%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AXTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +0.1% | +7.2% | +7.3% |
| 7D | +1.3% | +5.1% | -3.8% | +0.5% |
| 30D | +6.6% | -17.5% | +24.1% | +8.7% |
| 3M | +25.4% | -26.7% | +52.1% | +26.1% |
| 6M | +26.1% | +36.8% | -10.6% | +11.5% |
| YTD | +37.0% | +296.1% | -259.1% | +0.1% |
| 1Y | -8.8% | +1,810.6% | -1,819.4% | -49.7% |
| 3Y | +44.6% | +2,587.6% | -2,543.0% | -13.9% |
| All | +44.6% | +2,621.4% | -2,576.8% | -13.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling