+1,472.1%
AXTI vs WAT
+170.9%
+1,301.1%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.7% | -1.6% | -0.5% |
| 7D | +5.1% | -0.3% | +5.3% | +5.1% |
| 30D | -17.5% | -1.9% | -15.6% | -17.0% |
| 3M | -26.7% | +13.5% | -40.2% | -30.8% |
| 6M | +36.8% | +37.2% | -0.5% | +17.6% |
| YTD | +296.1% | +7.5% | +288.6% | +272.0% |
| 1Y | +1,810.6% | +35.0% | +1,775.6% | +1,510.5% |
| 3Y | +2,587.6% | +55.1% | +2,532.5% | +1,872.4% |
| 5Y | +601.7% | -2.8% | +604.6% | +548.9% |
| All | +1,472.1% | +170.9% | +1,301.1% | +683.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling