+1,472.1%
AXTI vs FWONK
+340.2%
+1,131.9%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.2% | 0.0% | 0.0% |
| 7D | +5.1% | +0.1% | +5.0% | +5.0% |
| 30D | -17.5% | -7.7% | -9.7% | -14.7% |
| 3M | -26.7% | +5.7% | -32.4% | -29.9% |
| 6M | +36.8% | +13.5% | +23.3% | +25.5% |
| YTD | +296.1% | -3.0% | +299.1% | +291.3% |
| 1Y | +1,810.6% | -6.4% | +1,817.0% | +1,815.0% |
| 3Y | +2,587.6% | +43.8% | +2,543.7% | +1,974.3% |
| 5Y | +601.7% | +98.6% | +503.2% | +354.2% |
| All | +1,472.1% | +340.2% | +1,131.9% | +621.0% |
Cumulative growth
Daily Returns
Daily percentage return beside FWONK.
Daily Out/Under-Performance
Portfolio return minus FWONK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FWONK 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 FWONK 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