+356.3%
AXTI vs ACWI
+58.7%
+297.6%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -0.3% | -3.6% | -3.3% |
| 7D | +7.6% | +2.4% | +5.2% | +2.9% |
| 30D | -32.1% | -1.7% | -30.4% | -27.0% |
| 3M | -46.0% | -3.9% | -42.1% | -38.2% |
| 6M | -65.7% | +0.8% | -66.5% | -63.3% |
| YTD | +155.9% | +11.0% | +144.9% | +131.3% |
| 1Y | +300.8% | +13.1% | +287.7% | +252.6% |
| 3Y | +1,981.6% | +73.9% | +1,907.7% | +869.4% |
| All | +356.3% | +58.7% | +297.6% | +174.5% |
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