+1,560.5%
AXTI vs WM
+303.2%
+1,257.3%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.6% | -0.3% | -0.9% |
| 7D | +21.0% | -1.2% | +22.2% | +21.1% |
| 30D | -6.6% | -4.5% | -2.2% | -6.2% |
| 3M | -12.1% | -2.2% | -9.9% | -13.0% |
| 6M | +78.7% | -11.5% | +90.2% | +80.4% |
| YTD | +321.5% | -0.7% | +322.1% | +308.4% |
| 1Y | +2,166.8% | +0.3% | +2,166.4% | +2,069.4% |
| 3Y | +2,807.6% | +44.2% | +2,763.4% | +2,236.7% |
| 5Y | +651.5% | +51.6% | +599.9% | +472.8% |
| 10Y | +1,560.5% | +310.4% | +1,250.1% | +562.6% |
| All | +1,560.5% | +303.2% | +1,257.3% | +562.6% |
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