+882.6%
AXTI vs ACWI
+344.2%
+538.4%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +19.5% | +1.2% | +18.3% | +18.1% |
| 7D | -1.2% | -0.7% | -0.5% | +1.1% |
| 30D | -24.2% | -2.0% | -22.2% | -20.9% |
| 3M | -36.3% | -2.2% | -34.2% | -32.9% |
| 6M | -62.7% | +1.9% | -64.5% | -61.6% |
| YTD | +187.3% | +12.0% | +175.3% | +171.2% |
| 1Y | +344.8% | +12.5% | +332.3% | +320.2% |
| 3Y | +2,272.2% | +75.4% | +2,196.8% | +1,418.4% |
| 5Y | +419.6% | +61.5% | +358.1% | +272.3% |
| 10Y | +888.8% | +227.1% | +661.7% | +325.7% |
| All | +882.6% | +344.2% | +538.4% | +254.6% |
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