+156.0%
AXTI vs WTW
+1,102.0%
-946.0%
-97.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WTW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.1% | 0.0% | +0.1% |
| 7D | +5.1% | -5.7% | +10.8% | +6.7% |
| 30D | -17.5% | -7.3% | -10.2% | -16.2% |
| 3M | -26.7% | +21.5% | -48.1% | -31.7% |
| 6M | +36.8% | +9.6% | +27.1% | +30.0% |
| YTD | +296.1% | -3.3% | +299.4% | +285.1% |
| 1Y | +1,810.6% | -6.1% | +1,816.8% | +1,768.1% |
| 3Y | +2,587.6% | +61.8% | +2,525.7% | +2,007.8% |
| 5Y | +601.7% | +42.7% | +559.1% | +475.2% |
| 10Y | +1,460.7% | +197.2% | +1,263.5% | +897.9% |
| All | +156.0% | +1,102.0% | -946.0% | +39.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling