+1,513.9%
AXTI vs SWK
+0.7%
+1,513.3%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.8% | -2.8% | +15.7% | +14.3% |
| 7D | +24.0% | +0.1% | +23.8% | +23.7% |
| 30D | -21.5% | -8.9% | -12.6% | -17.7% |
| 3M | -23.4% | +20.5% | -43.9% | -31.7% |
| 6M | +114.9% | +27.1% | +87.8% | +84.3% |
| YTD | +325.4% | +30.2% | +295.3% | +258.7% |
| 1Y | +2,136.7% | +24.8% | +2,111.9% | +1,828.7% |
| 3Y | +2,835.0% | +16.3% | +2,818.7% | +2,465.0% |
| 5Y | +652.8% | -40.1% | +692.9% | +799.9% |
| 10Y | +1,513.9% | +0.8% | +1,513.1% | +1,326.5% |
| All | +1,513.9% | +0.7% | +1,513.3% | +1,326.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling