+2,489.9%
AXTI vs SWK
+18.2%
+2,471.7%
-78.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.7% | +0.9% | +8.8% | +9.2% |
| 7D | +5.1% | -0.4% | +5.6% | +5.4% |
| 30D | -10.2% | -5.7% | -4.4% | -7.3% |
| 3M | -41.8% | +24.1% | -65.9% | -48.9% |
| 6M | +57.5% | +24.7% | +32.8% | +36.1% |
| YTD | +277.0% | +33.9% | +243.1% | +209.8% |
| 1Y | +1,982.4% | +34.7% | +1,947.8% | +1,603.8% |
| All | +2,489.9% | +18.2% | +2,471.7% | +2,283.9% |
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