+5,117.7%
AXTI vs WBD
+292.4%
+4,825.4%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WBD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | +1.0% | -7.1% | -6.4% |
| 7D | +15.1% | -0.6% | +15.7% | +15.3% |
| 30D | -12.3% | +4.2% | -16.5% | -13.5% |
| 3M | -24.1% | +7.5% | -31.7% | -25.7% |
| 6M | +46.0% | +1.6% | +44.5% | +45.6% |
| YTD | +295.7% | -2.2% | +297.9% | +298.3% |
| 1Y | +1,825.6% | +124.9% | +1,700.7% | +1,412.1% |
| 3Y | +2,630.0% | +149.1% | +2,480.8% | +1,864.0% |
| 5Y | +601.0% | +7.8% | +593.1% | +504.8% |
| 10Y | +1,459.0% | +14.9% | +1,444.2% | +1,054.8% |
| All | +5,117.7% | +292.4% | +4,825.4% | +2,205.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling