+80.4%
AXTI vs WAT
+34.5%
+45.9%
-73.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | WAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.8% | -1.6% | +14.4% | +12.6% |
| 7D | +24.0% | -0.7% | +24.7% | +23.8% |
| 30D | -21.5% | -1.0% | -20.5% | -21.3% |
| 3M | -23.4% | +10.9% | -34.3% | -22.1% |
| All | +80.4% | +34.5% | +45.9% | +82.5% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling