+702.2%
AXTI vs WM
+329.9%
+372.4%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.4% | +0.3% | -8.7% | -8.4% |
| 7D | -23.4% | +1.2% | -24.6% | -23.5% |
| 30D | -42.6% | +13.7% | -56.3% | -43.1% |
| 3M | -46.7% | +5.2% | -52.0% | -46.9% |
| 6M | -66.2% | +11.2% | -77.4% | -67.2% |
| YTD | +140.4% | +9.4% | +131.0% | +131.3% |
| 1Y | +276.5% | +20.4% | +256.1% | +248.7% |
| 3Y | +1,885.4% | +44.7% | +1,840.7% | +1,560.0% |
| 5Y | +350.3% | +58.5% | +291.8% | +252.7% |
| 10Y | +702.2% | +326.4% | +375.9% | +194.0% |
| All | +702.2% | +329.9% | +372.4% | +194.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling