+702.2%
AXTI vs SWKS
+31.8%
+670.4%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SWKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.4% | -0.1% | -8.2% | -8.3% |
| 7D | -23.4% | -3.1% | -20.3% | -21.2% |
| 30D | -42.6% | +8.3% | -50.9% | -45.2% |
| 3M | -46.7% | +20.2% | -67.0% | -54.1% |
| 6M | -66.2% | +24.9% | -91.1% | -71.2% |
| YTD | +140.4% | +33.2% | +107.3% | +93.6% |
| 1Y | +276.5% | +23.6% | +253.0% | +219.7% |
| 3Y | +1,885.4% | +1.3% | +1,884.1% | +1,702.8% |
| 5Y | +350.3% | -40.6% | +390.9% | +504.1% |
| 10Y | +702.2% | +35.3% | +667.0% | +520.5% |
| All | +702.2% | +31.8% | +670.4% | +520.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SWKS.
Daily Out/Under-Performance
Portfolio return minus SWKS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SWKS 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 SWKS 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