+762.7%
AXTI vs ARWR
+1,024.2%
-261.6%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +1.3% | -5.2% | -4.2% |
| 7D | +7.6% | -17.8% | +25.5% | +11.9% |
| 30D | -32.1% | -18.1% | -13.9% | -28.9% |
| 3M | -46.0% | -44.2% | -1.8% | -38.4% |
| 6M | -65.7% | -38.6% | -27.0% | -62.2% |
| YTD | +155.9% | -28.0% | +183.9% | +168.5% |
| 1Y | +300.8% | +16.1% | +284.6% | +274.4% |
| 3Y | +1,981.6% | +84.0% | +1,897.6% | +1,562.0% |
| 5Y | +359.3% | -35.4% | +394.7% | +327.5% |
| All | +762.7% | +1,024.2% | -261.6% | +436.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ARWR.
Daily Out/Under-Performance
Portfolio return minus ARWR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ARWR 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 ARWR 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