+538.1%
AXTI vs WM
+52.1%
+486.0%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.7% | -1.2% | +10.9% | +9.2% |
| 7D | +5.1% | -0.3% | +5.4% | +5.1% |
| 30D | -10.2% | -2.4% | -7.8% | -10.9% |
| 3M | -41.8% | +0.4% | -42.3% | -41.5% |
| 6M | +57.5% | -9.5% | +67.0% | +57.6% |
| YTD | +277.0% | +0.5% | +276.5% | +277.8% |
| 1Y | +1,982.4% | -1.1% | +1,983.5% | +1,995.7% |
| 3Y | +2,234.8% | +46.0% | +2,188.8% | +2,125.8% |
| All | +538.1% | +52.1% | +486.0% | +495.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling