+276.5%
AXTI vs WM
+20.3%
+256.2%
-73.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.4% | +0.3% | -8.7% | -7.5% |
| 7D | -23.4% | +1.2% | -24.6% | -19.8% |
| 30D | -42.6% | +13.7% | -56.3% | -14.0% |
| 3M | -46.7% | +5.2% | -52.0% | -33.2% |
| 6M | -66.2% | +11.2% | -77.4% | -48.4% |
| YTD | +140.4% | +9.4% | +131.0% | +295.2% |
| 1Y | +276.5% | +20.4% | +256.1% | +650.3% |
| All | +276.5% | +20.3% | +256.2% | +650.3% |
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