+508.9%
AXTI vs WY
+171.0%
+337.9%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | -2.7% | -3.5% | -5.1% |
| 7D | +15.1% | -3.7% | +18.8% | +16.8% |
| 30D | -12.3% | -11.3% | -1.0% | -8.4% |
| 3M | -24.1% | -8.1% | -16.0% | -22.6% |
| 6M | +46.0% | -7.4% | +53.5% | +47.1% |
| YTD | +295.7% | -4.7% | +300.4% | +288.5% |
| 1Y | +1,825.6% | -9.2% | +1,834.8% | +1,818.8% |
| 3Y | +2,630.0% | -24.7% | +2,654.7% | +2,819.4% |
| 5Y | +601.0% | -21.6% | +622.5% | +639.7% |
| 10Y | +1,459.0% | +6.7% | +1,452.4% | +1,299.8% |
| All | +508.9% | +171.0% | +337.9% | +237.7% |
Cumulative growth
Daily Returns
Daily percentage return beside WY.
Daily Out/Under-Performance
Portfolio return minus WY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WY 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 WY 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