+2,587.6%
AXTI vs WCN
+18.4%
+2,569.2%
-78.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.2% | -0.1% | +0.2% |
| 7D | +5.1% | -3.1% | +8.2% | +2.7% |
| 30D | -17.5% | -3.4% | -14.1% | -19.2% |
| 3M | -26.7% | +3.0% | -29.6% | -24.8% |
| 6M | +36.8% | -3.8% | +40.5% | +40.3% |
| YTD | +296.1% | -8.3% | +304.5% | +300.9% |
| 1Y | +1,810.6% | -9.7% | +1,820.4% | +1,846.5% |
| 3Y | +2,587.6% | +17.2% | +2,570.4% | +2,437.8% |
| All | +2,587.6% | +18.4% | +2,569.2% | +2,437.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling