+356.3%
AXTI vs BAH
+6.1%
+350.1%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BAH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -0.3% | -3.6% | -3.9% |
| 7D | +7.6% | +1.7% | +5.9% | +7.5% |
| 30D | -32.1% | +20.8% | -52.9% | -33.0% |
| 3M | -46.0% | +11.6% | -57.5% | -46.5% |
| 6M | -65.7% | +23.1% | -88.8% | -66.5% |
| YTD | +155.9% | +5.3% | +150.6% | +151.9% |
| 1Y | +300.8% | +6.1% | +294.6% | +295.3% |
| 3Y | +1,981.6% | -27.5% | +2,009.1% | +2,218.1% |
| All | +356.3% | +6.1% | +350.1% | +315.7% |
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