+1,981.6%
AXTI vs SWK
+50.7%
+1,930.9%
-78.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +0.2% | -4.1% | -4.0% |
| 7D | +7.6% | -1.4% | +9.0% | +8.5% |
| 30D | -32.1% | +25.5% | -57.5% | -40.1% |
| 3M | -46.0% | +11.8% | -57.8% | -49.5% |
| 6M | -65.7% | +48.7% | -114.4% | -73.0% |
| YTD | +155.9% | +57.2% | +98.7% | +91.3% |
| 1Y | +300.8% | +75.3% | +225.5% | +181.0% |
| 3Y | +1,981.6% | +51.9% | +1,929.6% | +1,546.3% |
| All | +1,981.6% | +50.7% | +1,930.9% | +1,546.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling