+1,472.1%
AXTI vs WWD
+498.2%
+973.9%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.4% | -1.2% | -0.6% |
| 7D | +5.1% | -2.6% | +7.7% | +6.3% |
| 30D | -17.5% | -6.9% | -10.5% | -14.3% |
| 3M | -26.7% | -13.0% | -13.6% | -21.6% |
| 6M | +36.8% | -12.5% | +49.2% | +41.8% |
| YTD | +296.1% | +11.8% | +284.3% | +264.6% |
| 1Y | +1,810.6% | +41.1% | +1,769.6% | +1,455.4% |
| 3Y | +2,587.6% | +163.1% | +2,424.5% | +1,492.8% |
| 5Y | +601.7% | +187.6% | +414.1% | +288.7% |
| All | +1,472.1% | +498.2% | +973.9% | +492.9% |
Cumulative growth
Daily Returns
Daily percentage return beside WWD.
Daily Out/Under-Performance
Portfolio return minus WWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WWD 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 WWD 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