+652.8%
AXTI vs ACWI
+67.7%
+585.1%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.8% | -0.5% | +13.3% | +13.8% |
| 7D | +24.0% | +1.1% | +22.9% | +21.0% |
| 30D | -21.5% | -0.2% | -21.3% | -20.9% |
| 3M | -23.4% | +4.7% | -28.1% | -27.8% |
| 6M | +114.9% | +14.5% | +100.4% | +71.3% |
| YTD | +325.4% | +14.6% | +310.8% | +243.6% |
| 1Y | +2,136.7% | +21.4% | +2,115.2% | +1,574.5% |
| 3Y | +2,835.0% | +77.6% | +2,757.4% | +1,146.5% |
| 5Y | +652.8% | +68.1% | +584.7% | +283.4% |
| All | +652.8% | +67.7% | +585.1% | +283.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling