+27.4%
WMT vs AXTI
+504.8%
-477.5%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AXTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -7.4% | +10.8% | +3.2% |
| 7D | +8.8% | -26.2% | +34.9% | +8.0% |
| 30D | +22.9% | -45.1% | +68.1% | +21.6% |
| 3M | +16.1% | -27.2% | +43.2% | +15.6% |
| 6M | -0.5% | -55.2% | +54.7% | -0.5% |
| YTD | +16.7% | +190.8% | -174.1% | +16.2% |
| 1Y | +27.4% | +456.7% | -429.3% | +30.0% |
| All | +27.4% | +504.8% | -477.5% | +30.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling