+646.6%
AXTI vs BAH
-3.4%
+650.0%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BAH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.1% | -1.1% | -0.9% |
| 7D | +21.0% | -1.3% | +22.3% | +21.1% |
| 30D | -6.6% | -6.6% | 0.0% | -6.1% |
| 3M | -12.1% | -7.2% | -4.9% | -11.0% |
| 6M | +78.7% | -10.0% | +88.7% | +80.6% |
| YTD | +321.5% | -12.5% | +333.9% | +321.9% |
| 1Y | +2,166.8% | -27.9% | +2,194.7% | +2,310.0% |
| 3Y | +2,807.6% | -31.4% | +2,839.0% | +3,040.4% |
| All | +646.6% | -3.4% | +650.0% | +608.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling