+1,110.7%
AXTI vs BAM
+66.2%
+1,044.4%
-82.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | 0.0% | +0.1% | +0.1% |
| 7D | +5.1% | -6.6% | +11.7% | +9.6% |
| 30D | -17.5% | -12.4% | -5.0% | -10.6% |
| 3M | -26.7% | +2.4% | -29.0% | -29.0% |
| 6M | +36.8% | +7.9% | +28.8% | +25.0% |
| YTD | +296.1% | -7.0% | +303.2% | +301.0% |
| 1Y | +1,810.6% | -13.4% | +1,824.0% | +1,980.6% |
| 3Y | +2,587.6% | +46.9% | +2,540.7% | +1,999.9% |
| All | +1,110.7% | +66.2% | +1,044.4% | +775.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling