+1,982.4%
AXTI vs BAM
-8.8%
+1,991.3%
-73.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.7% | +0.6% | +9.1% | +9.3% |
| 7D | +5.1% | -2.0% | +7.1% | +6.7% |
| 30D | -10.2% | -2.9% | -7.2% | -9.5% |
| 3M | -41.8% | +9.4% | -51.2% | -47.0% |
| 6M | +57.5% | +10.8% | +46.8% | +38.5% |
| YTD | +277.0% | -0.4% | +277.4% | +263.8% |
| 1Y | +1,982.4% | -10.9% | +1,993.3% | +2,470.9% |
| All | +1,982.4% | -8.8% | +1,991.3% | +2,470.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BAM.
Daily Out/Under-Performance
Portfolio return minus BAM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BAM 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 1y: compounded portfolio wealth divided by compounded BAM 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…
1y analysis · Full analysis span regression · 6 months rolling