+1,560.5%
AXTI vs SWKS
+34.8%
+1,525.7%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SWKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.5% | -2.5% | -2.0% |
| 7D | +21.0% | +6.8% | +14.2% | +15.8% |
| 30D | -6.6% | +11.3% | -17.9% | -13.6% |
| 3M | -12.1% | +4.1% | -16.1% | -13.4% |
| 6M | +78.7% | +39.7% | +39.0% | +43.9% |
| YTD | +321.5% | +23.2% | +298.2% | +265.0% |
| 1Y | +2,166.8% | +5.3% | +2,161.5% | +2,098.8% |
| 3Y | +2,807.6% | -15.1% | +2,822.7% | +2,955.1% |
| 5Y | +651.5% | -50.3% | +701.8% | +1,056.5% |
| 10Y | +1,560.5% | +42.3% | +1,518.1% | +1,231.4% |
| All | +1,560.5% | +34.8% | +1,525.7% | +1,231.4% |
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