+1,472.1%
AXTI vs WCN
+235.9%
+1,236.2%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.2% | -0.1% | +0.1% |
| 7D | +5.1% | -3.1% | +8.2% | +6.0% |
| 30D | -17.5% | -3.4% | -14.1% | -16.8% |
| 3M | -26.7% | +3.0% | -29.6% | -29.1% |
| 6M | +36.8% | -3.8% | +40.5% | +34.2% |
| YTD | +296.1% | -8.3% | +304.5% | +297.5% |
| 1Y | +1,810.6% | -9.7% | +1,820.4% | +1,810.5% |
| 3Y | +2,587.6% | +17.2% | +2,570.4% | +2,091.9% |
| 5Y | +601.7% | +25.3% | +576.5% | +432.2% |
| All | +1,472.1% | +235.9% | +1,236.2% | +501.4% |
Cumulative growth
Daily Returns
Daily percentage return beside WCN.
Daily Out/Under-Performance
Portfolio return minus WCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCN 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 10y: compounded portfolio wealth divided by compounded WCN 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…
10y analysis · Full analysis span regression · 6 months rolling