+317.2%
AXTI vs SWKS
-42.6%
+359.8%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SWKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | +1.2% | +4.7% | +5.1% |
| 7D | -29.4% | -6.2% | -23.2% | -25.8% |
| 30D | -51.3% | -1.5% | -49.8% | -50.3% |
| 3M | -48.3% | +23.0% | -71.2% | -55.6% |
| 6M | -62.9% | +27.6% | -90.5% | -68.5% |
| YTD | +137.8% | +32.3% | +105.5% | +94.2% |
| 1Y | +338.3% | +20.1% | +318.2% | +281.3% |
| 3Y | +1,590.4% | +0.6% | +1,589.8% | +1,476.4% |
| All | +317.2% | -42.6% | +359.8% | +571.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling