+370.0%
AXTI vs SW
-2.3%
+372.3%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | -38.2% |
| 3M | -51.6% | -7.6% | -43.9% | -51.0% |
| 6M | -63.1% | +8.5% | -71.7% | -64.4% |
| YTD | +162.4% | +17.7% | +144.8% | +145.4% |
| 1Y | +353.6% | +27.1% | +326.5% | +315.6% |
| 3Y | +1,972.9% | +48.2% | +1,924.7% | +1,715.5% |
| 5Y | +370.0% | -2.3% | +372.3% | +330.3% |
| All | +370.0% | -2.3% | +372.3% | +330.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling