+647.7%
AXTI vs SW
+182.7%
+465.0%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -0.9% | +6.8% | +6.0% |
| 7D | -29.4% | +2.3% | -31.7% | -29.6% |
| 30D | -51.3% | +6.8% | -58.1% | -51.8% |
| 3M | -48.3% | -5.2% | -43.1% | -48.0% |
| 6M | -62.9% | +7.4% | -70.3% | -63.8% |
| YTD | +137.8% | +17.4% | +120.4% | +126.6% |
| 1Y | +338.3% | +27.1% | +311.2% | +311.5% |
| 3Y | +1,590.4% | +47.9% | +1,542.6% | +1,442.9% |
| 5Y | +321.7% | -2.6% | +324.3% | +294.1% |
| All | +647.7% | +182.7% | +465.0% | +423.7% |
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