+1,496.5%
AXTI vs SW
+40.4%
+1,456.2%
-78.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -22.8% | -1.5% | -21.3% | -22.6% |
| 7D | -39.7% | +4.7% | -44.3% | -40.0% |
| 30D | -56.3% | +5.0% | -61.3% | -56.6% |
| 3M | -46.5% | -7.3% | -39.1% | -46.0% |
| 6M | -65.9% | +15.0% | -80.8% | -67.4% |
| YTD | +124.6% | +18.5% | +106.1% | +109.5% |
| 1Y | +303.5% | +27.1% | +276.4% | +268.3% |
| All | +1,496.5% | +40.4% | +1,456.2% | +1,353.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling