+1,825.6%
AXTI vs BAM
-12.8%
+1,838.4%
-73.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | -1.0% | -5.1% | -5.5% |
| 7D | +15.1% | -6.1% | +21.2% | +19.5% |
| 30D | -12.3% | -13.8% | +1.5% | -3.9% |
| 3M | -24.1% | +4.4% | -28.5% | -29.1% |
| 6M | +46.0% | +6.4% | +39.6% | +28.3% |
| YTD | +295.7% | -7.1% | +302.8% | +297.2% |
| 1Y | +1,825.6% | -11.8% | +1,837.4% | +2,240.6% |
| All | +1,825.6% | -12.8% | +1,838.4% | +2,240.6% |
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