+508.9%
AXTI vs SCHW
+1,815.6%
-1,306.7%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SCHW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | +0.7% | -6.9% | -6.4% |
| 7D | +15.1% | -2.8% | +17.9% | +16.2% |
| 30D | -12.3% | -0.1% | -12.3% | -12.6% |
| 3M | -24.1% | +20.6% | -44.7% | -30.0% |
| 6M | +46.0% | +15.9% | +30.1% | +35.9% |
| YTD | +295.7% | +8.5% | +287.2% | +278.0% |
| 1Y | +1,825.6% | +17.8% | +1,807.7% | +1,688.2% |
| 3Y | +2,630.0% | +88.5% | +2,541.4% | +2,006.5% |
| 5Y | +601.0% | +60.6% | +540.3% | +458.0% |
| 10Y | +1,459.0% | +298.0% | +1,161.0% | +769.0% |
| All | +508.9% | +1,815.6% | -1,306.7% | +21.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling