+265.9%
AXTI vs SWK
+381.5%
-115.5%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -0.4% | +6.2% | +6.1% |
| 7D | -29.4% | +11.0% | -40.4% | -33.6% |
| 30D | -51.3% | +30.1% | -81.3% | -57.8% |
| 3M | -48.3% | +14.7% | -62.9% | -52.4% |
| 6M | -62.9% | +44.5% | -107.4% | -70.1% |
| YTD | +137.8% | +59.4% | +78.4% | +81.4% |
| 1Y | +338.3% | +77.5% | +260.8% | +216.6% |
| 3Y | +1,590.4% | +49.5% | +1,541.0% | +1,206.8% |
| 5Y | +321.7% | -24.9% | +346.6% | +336.0% |
| 10Y | +655.0% | +31.8% | +623.2% | +462.4% |
| All | +265.9% | +381.5% | -115.5% | -5.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling