+296.5%
AXTI vs SW
+23.8%
+272.8%
-73.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.3% | -1.9% | -5.4% | -7.7% |
| 7D | +18.6% | -3.0% | +21.6% | +17.8% |
| 30D | -32.6% | +4.2% | -36.8% | -31.8% |
| 3M | -44.5% | -11.5% | -33.0% | -45.3% |
| 6M | -64.6% | +8.6% | -73.2% | -63.7% |
| YTD | +166.3% | +15.0% | +151.3% | +169.0% |
| 1Y | +296.5% | +25.7% | +270.9% | +306.0% |
| All | +296.5% | +23.8% | +272.8% | +306.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling