+456.7%
AXTI vs WM
+21.9%
+434.8%
-73.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.4% | +1.6% | -9.0% | -3.0% |
| 7D | -26.2% | +5.9% | -32.1% | -12.5% |
| 30D | -45.1% | +15.4% | -60.5% | -15.4% |
| 3M | -27.2% | +6.3% | -33.5% | -7.7% |
| 6M | -55.2% | +5.6% | -60.7% | -38.7% |
| YTD | +190.8% | +9.9% | +180.8% | +376.4% |
| 1Y | +456.7% | +20.8% | +435.8% | +948.1% |
| All | +456.7% | +21.9% | +434.8% | +948.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WM.
Daily Out/Under-Performance
Portfolio return minus WM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WM 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 1y: compounded portfolio wealth divided by compounded WM 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…
1y analysis · Full analysis span regression · 6 months rolling