+1,189.5%
AXTI vs ACWI
+356.8%
+832.7%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.7% | 0.0% | +9.7% | +9.7% |
| 7D | +5.1% | +0.5% | +4.6% | +4.6% |
| 30D | -10.2% | +0.9% | -11.0% | -10.7% |
| 3M | -41.8% | +2.4% | -44.2% | -41.8% |
| 6M | +57.5% | +12.4% | +45.2% | +43.2% |
| YTD | +277.0% | +15.2% | +261.8% | +236.1% |
| 1Y | +1,982.4% | +22.7% | +1,959.7% | +1,669.8% |
| 3Y | +2,234.8% | +75.8% | +2,159.1% | +1,349.0% |
| 5Y | +528.3% | +67.7% | +460.6% | +321.6% |
| 10Y | +1,310.5% | +229.0% | +1,081.5% | +482.7% |
| All | +1,189.5% | +356.8% | +832.7% | +339.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling