+1,982.4%
AXTI vs SWK
+37.3%
+1,945.1%
-73.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.7% | +0.9% | +8.8% | +9.3% |
| 7D | +5.1% | -0.4% | +5.6% | +5.4% |
| 30D | -10.2% | -5.7% | -4.4% | -8.1% |
| 3M | -41.8% | +24.1% | -65.9% | -47.0% |
| 6M | +57.5% | +24.7% | +32.8% | +38.1% |
| YTD | +277.0% | +33.9% | +243.1% | +212.2% |
| 1Y | +1,982.4% | +34.7% | +1,947.8% | +1,607.5% |
| All | +1,982.4% | +37.3% | +1,945.1% | +1,607.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SWK.
Daily Out/Under-Performance
Portfolio return minus SWK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SWK 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 SWK 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