+2,489.9%
AXTI vs SWKS
-20.0%
+2,509.9%
-78.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SWKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.7% | +3.5% | +6.2% | +7.5% |
| 7D | +5.1% | +12.5% | -7.4% | -2.3% |
| 30D | -10.2% | +10.5% | -20.7% | -15.1% |
| 3M | -41.8% | -7.4% | -34.4% | -38.1% |
| 6M | +57.5% | +32.7% | +24.9% | +37.9% |
| YTD | +277.0% | +19.2% | +257.8% | +243.9% |
| 1Y | +1,982.4% | +2.4% | +1,980.0% | +1,965.0% |
| All | +2,489.9% | -20.0% | +2,509.9% | +2,875.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling