+480.1%
AXTI vs ARWR
+165.7%
+314.5%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.7% | -0.2% | +9.9% | +9.7% |
| 7D | +5.1% | +1.7% | +3.4% | +5.1% |
| 30D | -10.2% | -0.7% | -9.5% | -10.1% |
| 3M | -41.8% | +14.9% | -56.7% | -42.0% |
| 6M | +57.5% | +32.6% | +24.9% | +56.7% |
| YTD | +277.0% | +30.0% | +247.0% | +274.9% |
| 1Y | +1,982.4% | +208.4% | +1,774.1% | +1,942.6% |
| 3Y | +2,234.8% | +208.8% | +2,026.1% | +2,183.0% |
| 5Y | +528.3% | +27.8% | +500.5% | +519.7% |
| 10Y | +1,310.5% | +1,107.6% | +203.0% | +1,252.7% |
| All | +480.1% | +165.7% | +314.5% | +490.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling