+2,489.9%
AXTI vs WM
+46.8%
+2,443.1%
-78.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.7% | -1.2% | +10.9% | +8.6% |
| 7D | +5.1% | -0.3% | +5.4% | +5.0% |
| 30D | -10.2% | -2.4% | -7.8% | -11.7% |
| 3M | -41.8% | +0.4% | -42.3% | -40.6% |
| 6M | +57.5% | -9.5% | +67.0% | +56.9% |
| YTD | +277.0% | +0.5% | +276.5% | +284.9% |
| 1Y | +1,982.4% | -1.1% | +1,983.5% | +2,048.9% |
| All | +2,489.9% | +46.8% | +2,443.1% | +3,004.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling