+4,167.1%
SMCI vs AXTI
+1,196.6%
+2,970.5%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AXTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -6.1% | +2.1% | -3.0% |
| 7D | -1.3% | +15.1% | -16.4% | -3.7% |
| 30D | +18.3% | -12.3% | +30.6% | +20.0% |
| 3M | +27.7% | -24.1% | +51.8% | +28.1% |
| 6M | +17.6% | +46.0% | -28.5% | +0.5% |
| YTD | +27.7% | +295.7% | -268.0% | -12.4% |
| 1Y | -14.9% | +1,825.6% | -1,840.5% | -57.2% |
| 3Y | +33.2% | +2,630.0% | -2,596.8% | -45.2% |
| 5Y | +921.6% | +601.0% | +320.6% | +413.2% |
| 10Y | +1,672.4% | +1,459.0% | +213.4% | +562.2% |
| All | +4,167.1% | +1,196.6% | +2,970.5% | +1,270.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling