+762.7%
AXTI vs SW
+177.1%
+585.6%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -0.9% | -3.0% | -3.8% |
| 7D | +7.6% | -2.9% | +10.5% | +8.1% |
| 30D | -32.1% | +5.0% | -37.1% | -32.7% |
| 3M | -46.0% | -13.7% | -32.3% | -45.0% |
| 6M | -65.7% | +8.0% | -73.7% | -66.6% |
| YTD | +155.9% | +14.0% | +141.9% | +144.9% |
| 1Y | +300.8% | +25.6% | +275.1% | +276.7% |
| 3Y | +1,981.6% | +40.1% | +1,941.5% | +1,814.5% |
| 5Y | +359.3% | -2.6% | +361.9% | +329.7% |
| All | +762.7% | +177.1% | +585.6% | +499.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SW.
Daily Out/Under-Performance
Portfolio return minus SW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SW 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 10y: compounded portfolio wealth divided by compounded SW 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…
10y analysis · Full analysis span regression · 6 months rolling