+554.7%
AXTI vs WAT
+2,649.1%
-2,094.4%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.8% | -1.6% | +14.4% | +13.4% |
| 7D | +24.0% | -0.7% | +24.7% | +24.2% |
| 30D | -21.5% | -1.0% | -20.5% | -21.4% |
| 3M | -23.4% | +10.9% | -34.3% | -26.6% |
| 6M | +114.9% | +33.2% | +81.7% | +91.4% |
| YTD | +325.4% | +6.1% | +319.4% | +304.9% |
| 1Y | +2,136.7% | +30.2% | +2,106.4% | +1,875.4% |
| 3Y | +2,835.0% | +52.9% | +2,782.2% | +2,261.3% |
| 5Y | +652.8% | -5.1% | +657.9% | +607.9% |
| 10Y | +1,513.9% | +152.6% | +1,361.3% | +971.5% |
| All | +554.7% | +2,649.1% | -2,094.4% | +50.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling