+548.6%
AXTI vs WAB
+2,181.2%
-1,632.6%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WAB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.4% | +0.5% | -0.3% |
| 7D | +21.0% | +0.2% | +20.8% | +20.9% |
| 30D | -6.6% | -4.6% | -2.1% | -4.5% |
| 3M | -12.1% | +5.6% | -17.7% | -14.5% |
| 6M | +78.7% | +13.8% | +64.9% | +67.6% |
| YTD | +321.5% | +31.9% | +289.6% | +272.6% |
| 1Y | +2,166.8% | +48.3% | +2,118.5% | +1,821.0% |
| 3Y | +2,807.6% | +167.1% | +2,640.5% | +1,871.1% |
| 5Y | +651.5% | +222.9% | +428.6% | +373.7% |
| 10Y | +1,560.5% | +289.9% | +1,270.6% | +817.1% |
| All | +548.6% | +2,181.2% | -1,632.6% | +20.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling