+888.8%
AXTI vs SWK
+21.9%
+867.0%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +19.5% | -0.7% | +20.2% | +19.8% |
| 7D | -1.2% | -2.3% | +1.1% | +0.4% |
| 30D | -24.2% | +30.4% | -54.6% | -35.0% |
| 3M | -36.3% | +12.1% | -48.5% | -41.0% |
| 6M | -62.7% | +49.1% | -111.7% | -70.8% |
| YTD | +187.3% | +60.4% | +126.8% | +114.1% |
| 1Y | +344.8% | +78.3% | +266.5% | +212.8% |
| 3Y | +2,272.2% | +53.3% | +2,218.9% | +1,674.4% |
| 5Y | +419.6% | -27.0% | +446.5% | +455.1% |
| 10Y | +888.8% | +20.8% | +868.0% | +605.6% |
| All | +888.8% | +21.9% | +867.0% | +605.6% |
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