+480.1%
AXTI vs SWK
+304.6%
+175.5%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -7.4% |
| 3M | -41.8% | +24.1% | -65.9% | -48.4% |
| 6M | +57.5% | +24.7% | +32.8% | +38.6% |
| YTD | +277.0% | +33.9% | +243.1% | +218.6% |
| 1Y | +1,982.4% | +34.7% | +1,947.8% | +1,655.8% |
| 3Y | +2,234.8% | +15.3% | +2,219.6% | +1,979.9% |
| 5Y | +528.3% | -39.3% | +567.6% | +630.3% |
| 10Y | +1,310.5% | +2.5% | +1,308.0% | +1,107.4% |
| All | +480.1% | +304.6% | +175.5% | +66.2% |
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