+1,560.5%
AXTI vs ACWI
+226.5%
+1,334.0%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.6% | -0.3% | +0.1% |
| 7D | +21.0% | 0.0% | +21.0% | +20.8% |
| 30D | -6.6% | -0.6% | -6.0% | -5.5% |
| 3M | -12.1% | +4.3% | -16.3% | -15.6% |
| 6M | +78.7% | +12.7% | +66.0% | +51.5% |
| YTD | +321.5% | +13.9% | +307.5% | +256.5% |
| 1Y | +2,166.8% | +20.5% | +2,146.3% | +1,698.9% |
| 3Y | +2,807.6% | +76.5% | +2,731.1% | +1,257.3% |
| 5Y | +651.5% | +67.5% | +584.0% | +294.0% |
| 10Y | +1,560.5% | +231.8% | +1,328.6% | +271.7% |
| All | +1,560.5% | +226.5% | +1,334.0% | +271.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ACWI.
Daily Out/Under-Performance
Portfolio return minus ACWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACWI 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 10y: compounded portfolio wealth divided by compounded ACWI 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…
10y analysis · Full analysis span regression · 6 months rolling