+456.7%
AXTI vs HWM
+5.4%
+451.3%
-73.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HWM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.4% | -4.3% | -3.1% | -5.7% |
| 7D | -26.2% | +9.4% | -35.6% | -28.9% |
| 30D | -45.1% | -7.0% | -38.2% | -43.3% |
| 3M | -27.2% | -25.9% | -1.3% | -17.3% |
| 6M | -55.2% | -10.8% | -44.3% | -53.0% |
| YTD | +190.8% | +4.3% | +186.4% | +163.8% |
| 1Y | +456.7% | +4.4% | +452.3% | +396.4% |
| All | +456.7% | +5.4% | +451.3% | +396.4% |
Cumulative growth
Daily Returns
Daily percentage return beside HWM.
Daily Out/Under-Performance
Portfolio return minus HWM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HWM 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 1y: compounded portfolio wealth divided by compounded HWM 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…
1y analysis · Full analysis span regression · 6 months rolling