+2,584.6%
AXTI vs WAB
+164.6%
+2,420.0%
-78.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WAB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | -0.1% | -6.0% | -6.0% |
| 7D | +15.1% | -0.2% | +15.3% | +15.4% |
| 30D | -12.3% | -5.9% | -6.4% | -7.4% |
| 3M | -24.1% | +9.4% | -33.5% | -30.5% |
| 6M | +46.0% | +13.8% | +32.2% | +25.3% |
| YTD | +295.7% | +31.8% | +264.0% | +195.8% |
| 1Y | +1,825.6% | +48.5% | +1,777.1% | +1,197.1% |
| All | +2,584.6% | +164.6% | +2,420.0% | +1,253.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling