+2,759.3%
AXTI vs BAH
-31.4%
+2,790.7%
-78.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BAH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.1% | -1.1% | -0.9% |
| 7D | +21.0% | -1.3% | +22.3% | +21.0% |
| 30D | -6.6% | -6.6% | 0.0% | -6.4% |
| 3M | -12.1% | -7.2% | -4.9% | -10.7% |
| 6M | +78.7% | -10.0% | +88.7% | +81.5% |
| YTD | +321.5% | -12.5% | +333.9% | +323.5% |
| 1Y | +2,166.8% | -27.9% | +2,194.7% | +2,318.8% |
| All | +2,759.3% | -31.4% | +2,790.7% | +3,469.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BAH.
Daily Out/Under-Performance
Portfolio return minus BAH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BAH 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 3y: compounded portfolio wealth divided by compounded BAH 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…
3y analysis · Full analysis span regression · 6 months rolling