+743.4%
AXTI vs KWEB
-42.7%
+786.1%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.7% | -0.5% | -0.2% |
| 7D | +5.1% | -5.6% | +10.6% | +7.7% |
| 30D | -17.5% | -10.7% | -6.8% | -13.2% |
| 3M | -26.7% | -7.4% | -19.3% | -24.2% |
| 6M | +36.8% | -19.3% | +56.1% | +50.8% |
| YTD | +296.1% | -27.8% | +323.9% | +357.7% |
| 1Y | +1,810.6% | -35.9% | +1,846.6% | +2,249.4% |
| 3Y | +2,587.6% | -1.9% | +2,589.5% | +2,642.4% |
| All | +743.4% | -42.7% | +786.1% | +963.8% |
Cumulative growth
Daily Returns
Daily percentage return beside KWEB.
Daily Out/Under-Performance
Portfolio return minus KWEB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KWEB 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 KWEB 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