+749.7%
AXTI vs SW
+183.3%
+566.4%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.4% | +0.2% | +10.1% | +10.3% |
| 7D | -11.0% | +1.8% | -12.8% | -11.2% |
| 30D | -37.3% | +7.0% | -44.3% | -38.1% |
| 3M | -51.6% | -7.6% | -43.9% | -51.2% |
| 6M | -63.1% | +8.5% | -71.7% | -64.1% |
| YTD | +162.4% | +17.7% | +144.8% | +150.0% |
| 1Y | +353.6% | +27.1% | +326.5% | +325.9% |
| 3Y | +1,972.9% | +48.2% | +1,924.7% | +1,791.6% |
| 5Y | +370.0% | -2.3% | +372.3% | +339.1% |
| 10Y | +749.7% | +183.3% | +566.4% | +493.0% |
| All | +749.7% | +183.3% | +566.4% | +493.0% |
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