+617.1%
AXTI vs OWL
+27.7%
+589.3%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OWL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -3.2% | +2.3% | +0.5% |
| 7D | +21.0% | -6.4% | +27.4% | +24.2% |
| 30D | -6.6% | -5.0% | -1.6% | -5.6% |
| 3M | -12.1% | +15.4% | -27.5% | -18.1% |
| 6M | +78.7% | +15.5% | +63.2% | +63.6% |
| YTD | +321.5% | -22.7% | +344.1% | +362.3% |
| 1Y | +2,166.8% | -34.1% | +2,200.8% | +2,555.0% |
| 3Y | +2,807.6% | +5.1% | +2,802.5% | +2,795.3% |
| 5Y | +651.5% | -11.5% | +662.9% | +628.1% |
| All | +617.1% | +27.7% | +589.3% | +593.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling