+265.9%
AXTI vs WM
+795.2%
-529.3%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -2.1% | +8.0% | +6.4% |
| 7D | -29.4% | +1.2% | -30.6% | -29.8% |
| 30D | -51.3% | +13.1% | -64.3% | -53.3% |
| 3M | -48.3% | +3.6% | -51.9% | -49.5% |
| 6M | -62.9% | +8.1% | -71.0% | -64.9% |
| YTD | +137.8% | +8.9% | +128.9% | +122.2% |
| 1Y | +338.3% | +20.3% | +318.0% | +294.9% |
| 3Y | +1,590.4% | +46.2% | +1,544.3% | +1,304.9% |
| 5Y | +321.7% | +59.9% | +261.8% | +235.1% |
| 10Y | +655.0% | +345.6% | +309.4% | +319.7% |
| All | +265.9% | +795.2% | -529.3% | +50.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling