+480.1%
AXTI vs SWKS
+1,730.6%
-1,250.5%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SWKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.7% | +3.5% | +6.2% | +8.4% |
| 7D | +5.1% | +12.5% | -7.4% | +0.7% |
| 30D | -10.2% | +10.5% | -20.7% | -13.1% |
| 3M | -41.8% | -7.4% | -34.4% | -39.3% |
| 6M | +57.5% | +32.7% | +24.9% | +44.8% |
| YTD | +277.0% | +19.2% | +257.8% | +257.7% |
| 1Y | +1,982.4% | +2.4% | +1,980.0% | +1,996.5% |
| 3Y | +2,234.8% | -25.6% | +2,260.5% | +2,470.6% |
| 5Y | +528.3% | -53.4% | +581.8% | +720.5% |
| 10Y | +1,310.5% | +23.2% | +1,287.4% | +1,274.6% |
| All | +480.1% | +1,730.6% | -1,250.5% | +68.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling