+2,798.3%
AXTI vs W
+177.7%
+2,620.6%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | W | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.8% | +0.5% | +12.3% | +12.7% |
| 7D | +24.0% | +6.5% | +17.5% | +22.3% |
| 30D | -21.5% | -6.2% | -15.3% | -20.3% |
| 3M | -23.4% | +48.9% | -72.3% | -32.4% |
| 6M | +114.9% | +31.2% | +83.7% | +93.2% |
| YTD | +325.4% | -0.4% | +325.9% | +306.9% |
| 1Y | +2,136.7% | +14.8% | +2,121.8% | +1,948.8% |
| 3Y | +2,835.0% | +40.5% | +2,794.5% | +2,334.8% |
| 5Y | +652.8% | -62.1% | +714.9% | +601.8% |
| 10Y | +1,513.9% | +141.5% | +1,372.4% | +1,002.6% |
| All | +2,798.3% | +177.7% | +2,620.6% | +1,881.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling