+303.5%
AXTI vs SCHW
+0.2%
+303.3%
-73.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SCHW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -22.8% | -0.8% | -21.9% | -22.7% |
| 7D | -39.7% | +3.5% | -43.2% | -39.6% |
| 30D | -56.3% | -4.4% | -52.0% | -56.0% |
| 3M | -46.5% | -14.0% | -32.4% | -46.1% |
| 6M | -65.9% | +0.8% | -66.7% | -66.5% |
| YTD | +124.6% | -6.4% | +131.0% | +125.4% |
| 1Y | +303.5% | +0.1% | +303.4% | +261.8% |
| All | +303.5% | +0.2% | +303.3% | +261.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SCHW.
Daily Out/Under-Performance
Portfolio return minus SCHW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SCHW 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 1y: compounded portfolio wealth divided by compounded SCHW 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…
1y analysis · Full analysis span regression · 6 months rolling