+743.4%
AXTI vs OWL
-15.1%
+758.5%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OWL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.2% | -1.1% | -0.6% |
| 7D | +5.1% | -10.1% | +15.2% | +11.2% |
| 30D | -17.5% | -11.9% | -5.5% | -12.5% |
| 3M | -26.7% | +10.7% | -37.4% | -31.3% |
| 6M | +36.8% | +22.1% | +14.6% | +19.1% |
| YTD | +296.1% | -24.8% | +321.0% | +351.6% |
| 1Y | +1,810.6% | -39.2% | +1,849.8% | +2,339.3% |
| 3Y | +2,587.6% | +1.7% | +2,585.8% | +2,463.0% |
| All | +743.4% | -15.1% | +758.5% | +715.6% |
Cumulative growth
Daily Returns
Daily percentage return beside OWL.
Daily Out/Under-Performance
Portfolio return minus OWL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OWL 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 OWL 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