+2,759.3%
AXTI vs HWM
+389.8%
+2,369.6%
-78.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HWM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.5% | -1.4% | -1.2% |
| 7D | +21.0% | -8.0% | +29.0% | +24.6% |
| 30D | -6.6% | -18.0% | +11.4% | +2.3% |
| 3M | -12.1% | -9.5% | -2.6% | -7.7% |
| 6M | +78.7% | -8.4% | +87.1% | +81.8% |
| YTD | +321.5% | +13.6% | +307.8% | +278.1% |
| 1Y | +2,166.8% | +30.2% | +2,136.5% | +1,799.1% |
| All | +2,759.3% | +389.8% | +2,369.6% | +1,163.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling