+1,472.1%
AXTI vs W
+158.6%
+1,313.5%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | W | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.1% | -1.0% | -0.2% |
| 7D | +5.1% | -0.9% | +5.9% | +5.4% |
| 30D | -17.5% | -4.2% | -13.2% | -16.6% |
| 3M | -26.7% | +26.9% | -53.6% | -33.4% |
| 6M | +36.8% | +31.2% | +5.5% | +20.9% |
| YTD | +296.1% | -1.8% | +298.0% | +277.3% |
| 1Y | +1,810.6% | +9.3% | +1,801.3% | +1,645.9% |
| 3Y | +2,587.6% | +33.2% | +2,554.3% | +2,083.5% |
| 5Y | +601.7% | -62.4% | +664.1% | +561.9% |
| All | +1,472.1% | +158.6% | +1,313.5% | +839.1% |
Cumulative growth
Daily Returns
Daily percentage return beside W.
Daily Out/Under-Performance
Portfolio return minus W return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × W 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 W 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