+2,587.6%
AXTI vs SCHW
+86.6%
+2,500.9%
-78.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SCHW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.1% | +0.2% | +0.1% |
| 7D | +5.1% | -1.9% | +6.9% | +5.7% |
| 30D | -17.5% | -1.6% | -15.8% | -17.3% |
| 3M | -26.7% | +21.3% | -47.9% | -33.7% |
| 6M | +36.8% | +16.5% | +20.3% | +24.0% |
| YTD | +296.1% | +8.4% | +287.7% | +276.0% |
| 1Y | +1,810.6% | +15.6% | +1,795.0% | +1,655.3% |
| 3Y | +2,587.6% | +86.8% | +2,500.7% | +1,846.8% |
| All | +2,587.6% | +86.6% | +2,500.9% | +1,846.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling