+338.3%
AXTI vs SW
+26.7%
+311.6%
-73.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -0.9% | +6.8% | +5.7% |
| 7D | -29.4% | +2.3% | -31.7% | -29.0% |
| 30D | -51.3% | +6.8% | -58.1% | -50.4% |
| 3M | -48.3% | -5.2% | -43.1% | -48.4% |
| 6M | -62.9% | +7.4% | -70.3% | -61.7% |
| YTD | +137.8% | +17.4% | +120.4% | +144.7% |
| 1Y | +338.3% | +27.1% | +311.2% | +359.3% |
| All | +338.3% | +26.7% | +311.6% | +359.3% |
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