+1,472.1%
AXTI vs WAB
+296.8%
+1,175.3%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WAB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.1% | -0.9% | -0.5% |
| 7D | +5.1% | +0.1% | +5.0% | +5.0% |
| 30D | -17.5% | -4.1% | -13.4% | -15.1% |
| 3M | -26.7% | +8.2% | -34.9% | -30.4% |
| 6M | +36.8% | +15.4% | +21.4% | +23.7% |
| YTD | +296.1% | +33.1% | +263.0% | +230.6% |
| 1Y | +1,810.6% | +48.1% | +1,762.6% | +1,412.3% |
| 3Y | +2,587.6% | +167.7% | +2,419.8% | +1,479.6% |
| 5Y | +601.7% | +225.7% | +376.0% | +273.5% |
| All | +1,472.1% | +296.8% | +1,175.3% | +566.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WAB.
Daily Out/Under-Performance
Portfolio return minus WAB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WAB 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 WAB 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