+356.3%
AXTI vs SW
-3.3%
+359.6%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -1.9% | -2.0% | -3.6% |
| 7D | +7.6% | -3.9% | +11.6% | +8.4% |
| 30D | -32.1% | +3.9% | -36.0% | -32.7% |
| 3M | -46.0% | -14.6% | -31.4% | -44.6% |
| 6M | -65.7% | +6.9% | -72.6% | -66.8% |
| YTD | +155.9% | +12.8% | +143.1% | +141.2% |
| 1Y | +300.8% | +24.3% | +276.5% | +268.4% |
| 3Y | +1,981.6% | +38.7% | +1,942.9% | +1,749.6% |
| All | +356.3% | -3.3% | +359.6% | +319.6% |
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