+377.9%
AXTI vs WST
-0.5%
+378.4%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.3% | -0.4% | -6.9% | -7.2% |
| 7D | +18.6% | +4.9% | +13.7% | +17.5% |
| 30D | -32.6% | +10.7% | -43.3% | -33.8% |
| 3M | -44.5% | +16.8% | -61.3% | -46.2% |
| 6M | -64.6% | +32.0% | -96.5% | -66.6% |
| YTD | +166.3% | +49.9% | +116.4% | +143.3% |
| 1Y | +296.5% | +50.6% | +245.9% | +261.2% |
| 3Y | +2,099.0% | +21.4% | +2,077.6% | +1,869.9% |
| 5Y | +377.9% | -0.6% | +378.5% | +354.1% |
| All | +377.9% | -0.5% | +378.4% | +354.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WST.
Daily Out/Under-Performance
Portfolio return minus WST return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WST 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 WST 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