+601.0%
AXTI vs WAT
-5.3%
+606.2%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | -0.8% | -5.3% | -5.9% |
| 7D | +15.1% | -2.9% | +18.0% | +16.0% |
| 30D | -12.3% | -3.2% | -9.1% | -11.6% |
| 3M | -24.1% | +10.6% | -34.7% | -26.7% |
| 6M | +46.0% | +34.0% | +12.0% | +31.1% |
| YTD | +295.7% | +5.7% | +290.0% | +280.2% |
| 1Y | +1,825.6% | +37.1% | +1,788.5% | +1,567.4% |
| 3Y | +2,630.0% | +52.4% | +2,577.6% | +2,021.9% |
| 5Y | +601.0% | -4.4% | +605.4% | +742.3% |
| All | +601.0% | -5.3% | +606.2% | +742.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling