+646.6%
AXTI vs HWM
+639.6%
+7.0%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HWM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.5% | -1.4% | -1.2% |
| 7D | +21.0% | -8.0% | +29.0% | +25.3% |
| 30D | -6.6% | -18.0% | +11.4% | +3.5% |
| 3M | -12.1% | -9.5% | -2.6% | -7.4% |
| 6M | +78.7% | -8.4% | +87.1% | +81.4% |
| YTD | +321.5% | +13.6% | +307.8% | +272.1% |
| 1Y | +2,166.8% | +30.2% | +2,136.5% | +1,751.8% |
| 3Y | +2,807.6% | +392.2% | +2,415.4% | +836.2% |
| All | +646.6% | +639.6% | +7.0% | +79.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling