+743.4%
AXTI vs WWD
+184.1%
+559.2%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.4% | -1.2% | -0.6% |
| 7D | +5.1% | -2.6% | +7.7% | +6.4% |
| 30D | -17.5% | -6.9% | -10.5% | -14.2% |
| 3M | -26.7% | -13.0% | -13.6% | -21.4% |
| 6M | +36.8% | -12.5% | +49.2% | +42.0% |
| YTD | +296.1% | +11.8% | +284.3% | +261.0% |
| 1Y | +1,810.6% | +41.1% | +1,769.6% | +1,413.4% |
| 3Y | +2,587.6% | +163.1% | +2,424.5% | +1,412.4% |
| All | +743.4% | +184.1% | +559.2% | +336.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling