+769.5%
AXTI vs BAH
+876.9%
-107.4%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BAH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.8% | -0.9% | +13.8% | +13.0% |
| 7D | +24.0% | -4.3% | +28.3% | +25.0% |
| 30D | -21.5% | -4.5% | -17.0% | -21.1% |
| 3M | -23.4% | -7.6% | -15.8% | -22.9% |
| 6M | +114.9% | -10.6% | +125.5% | +115.9% |
| YTD | +325.4% | -12.6% | +338.0% | +323.9% |
| 1Y | +2,136.7% | -27.0% | +2,163.6% | +2,238.8% |
| 3Y | +2,835.0% | -31.5% | +2,866.5% | +2,994.9% |
| 5Y | +652.8% | -3.8% | +656.6% | +614.1% |
| 10Y | +1,513.9% | +183.9% | +1,330.0% | +1,030.8% |
| All | +769.5% | +876.9% | -107.4% | +252.2% |
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