+4,082.6%
WDC vs AXTI
+516.2%
+3,566.4%
-89.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AXTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -6.1% | +1.7% | -3.4% |
| 7D | +4.4% | +15.1% | -10.7% | +1.8% |
| 30D | +5.3% | -12.3% | +17.6% | +7.2% |
| 3M | -5.9% | -24.1% | +18.2% | -4.8% |
| 6M | +73.2% | +46.0% | +27.2% | +48.1% |
| YTD | +167.8% | +295.7% | -127.9% | +83.2% |
| 1Y | +386.0% | +1,825.6% | -1,439.6% | +146.4% |
| 3Y | +1,309.7% | +2,630.0% | -1,320.3% | +473.0% |
| 5Y | +957.1% | +601.0% | +356.1% | +425.9% |
| 10Y | +1,246.7% | +1,459.0% | -212.3% | +412.1% |
| All | +4,082.6% | +516.2% | +3,566.4% | +1,185.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AXTI.
Daily Out/Under-Performance
Portfolio return minus AXTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AXTI 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 AXTI 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