+2,587.6%
AXTI vs WBD
+145.7%
+2,441.8%
-78.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WBD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.6% | +0.7% | +0.2% |
| 7D | +5.1% | -0.7% | +5.8% | +5.2% |
| 30D | -17.5% | +1.4% | -18.9% | -17.8% |
| 3M | -26.7% | +4.4% | -31.1% | -27.5% |
| 6M | +36.8% | +0.8% | +35.9% | +36.5% |
| YTD | +296.1% | -2.7% | +298.9% | +298.3% |
| 1Y | +1,810.6% | +73.4% | +1,737.2% | +1,604.0% |
| 3Y | +2,587.6% | +142.1% | +2,445.4% | +2,084.8% |
| All | +2,587.6% | +145.7% | +2,441.8% | +2,084.8% |
Cumulative growth
Daily Returns
Daily percentage return beside WBD.
Daily Out/Under-Performance
Portfolio return minus WBD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WBD 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 3y: compounded portfolio wealth divided by compounded WBD 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…
3y analysis · Full analysis span regression · 6 months rolling