+1,173.6%
AXTI vs SW
+755.0%
+418.6%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.7% | +1.3% | +8.4% | +9.6% |
| 7D | +5.1% | -5.1% | +10.2% | +5.5% |
| 30D | -10.2% | -4.6% | -5.6% | -9.9% |
| 3M | -41.8% | +9.4% | -51.2% | -42.5% |
| 6M | +57.5% | +3.5% | +54.0% | +56.2% |
| YTD | +277.0% | +22.0% | +255.0% | +268.2% |
| 1Y | +1,982.4% | +2.2% | +1,980.2% | +1,961.0% |
| 3Y | +2,234.8% | +19.6% | +2,215.3% | +2,175.3% |
| 5Y | +528.3% | -2.3% | +530.7% | +509.1% |
| 10Y | +1,310.5% | +181.4% | +1,129.2% | +1,227.6% |
| All | +1,173.6% | +755.0% | +418.6% | +1,102.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling