+1,132.8%
AXTI vs HWM
+1,494.1%
-361.3%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HWM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.7% | -0.5% | +10.1% | +9.9% |
| 7D | +5.1% | -2.1% | +7.2% | +5.6% |
| 30D | -10.2% | -11.0% | +0.8% | -5.9% |
| 3M | -41.8% | +4.0% | -45.9% | -42.9% |
| 6M | +57.5% | -0.2% | +57.7% | +55.6% |
| YTD | +277.0% | +26.7% | +250.4% | +234.7% |
| 1Y | +1,982.4% | +44.7% | +1,937.7% | +1,657.8% |
| 3Y | +2,234.8% | +426.1% | +1,808.8% | +1,019.8% |
| 5Y | +528.3% | +738.5% | -210.2% | +150.1% |
| All | +1,132.8% | +1,494.1% | -361.3% | +262.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling