+423.0%
AXTI vs BAH
+1,076.0%
-653.0%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BAH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -0.3% | -3.6% | -3.9% |
| 7D | +7.6% | +1.7% | +5.9% | +7.3% |
| 30D | -32.1% | +20.8% | -52.9% | -34.7% |
| 3M | -46.0% | +11.6% | -57.5% | -47.7% |
| 6M | -65.7% | +23.1% | -88.8% | -67.8% |
| YTD | +155.9% | +5.3% | +150.6% | +143.9% |
| 1Y | +300.8% | +6.1% | +294.6% | +282.1% |
| 3Y | +1,981.6% | -27.5% | +2,009.1% | +2,080.7% |
| 5Y | +359.3% | +6.2% | +353.1% | +327.2% |
| 10Y | +780.8% | +202.2% | +578.6% | +511.2% |
| All | +423.0% | +1,076.0% | -653.0% | +102.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling