+1,708.5%
WMT vs AXTI
+516.2%
+1,192.3%
-37.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AXTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -6.1% | +6.0% | +0.1% |
| 7D | -2.5% | +15.1% | -17.6% | -2.9% |
| 30D | -6.4% | -12.3% | +5.9% | -6.3% |
| 3M | -12.1% | -24.1% | +12.0% | -12.3% |
| 6M | -15.0% | +46.0% | -61.0% | -17.8% |
| YTD | -4.5% | +295.7% | -300.2% | -11.5% |
| 1Y | +6.2% | +1,825.6% | -1,819.4% | -7.4% |
| 3Y | +99.9% | +2,630.0% | -2,530.1% | +66.3% |
| 5Y | +131.4% | +601.0% | -469.5% | +99.9% |
| 10Y | +433.2% | +1,459.0% | -1,025.8% | +328.7% |
| All | +1,708.5% | +516.2% | +1,192.3% | +1,029.8% |
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