+1,472.1%
AXTI vs WTW
+198.0%
+1,274.0%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WTW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.1% | 0.0% | +0.1% |
| 7D | +5.1% | -5.7% | +10.8% | +6.5% |
| 30D | -17.5% | -7.3% | -10.2% | -16.3% |
| 3M | -26.7% | +21.5% | -48.1% | -31.3% |
| 6M | +36.8% | +9.6% | +27.1% | +30.7% |
| YTD | +296.1% | -3.3% | +299.4% | +288.6% |
| 1Y | +1,810.6% | -6.1% | +1,816.8% | +1,788.4% |
| 3Y | +2,587.6% | +61.8% | +2,525.7% | +1,823.2% |
| 5Y | +601.7% | +42.7% | +559.1% | +432.0% |
| All | +1,472.1% | +198.0% | +1,274.0% | +790.0% |
Cumulative growth
Daily Returns
Daily percentage return beside WTW.
Daily Out/Under-Performance
Portfolio return minus WTW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WTW 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 10y: compounded portfolio wealth divided by compounded WTW 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…
10y analysis · Full analysis span regression · 6 months rolling