+1,982.4%
AXTI vs WAT
+41.4%
+1,941.0%
-73.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.7% | -1.0% | +10.7% | +9.6% |
| 7D | +5.1% | -1.3% | +6.4% | +5.0% |
| 30D | -10.2% | +2.3% | -12.5% | -9.8% |
| 3M | -41.8% | +8.7% | -50.6% | -40.8% |
| 6M | +57.5% | +28.3% | +29.2% | +60.0% |
| YTD | +277.0% | +7.8% | +269.2% | +279.8% |
| 1Y | +1,982.4% | +36.6% | +1,945.8% | +1,907.6% |
| All | +1,982.4% | +41.4% | +1,941.0% | +1,907.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WAT.
Daily Out/Under-Performance
Portfolio return minus WAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WAT 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 1y: compounded portfolio wealth divided by compounded WAT 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…
1y analysis · Full analysis span regression · 6 months rolling