+1,188.0%
AXTI vs BAM
+67.8%
+1,120.2%
-82.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.4% | +1.4% | +0.6% |
| 7D | +21.0% | -3.9% | +24.9% | +23.8% |
| 30D | -6.6% | -8.8% | +2.2% | -1.9% |
| 3M | -12.1% | +2.2% | -14.3% | -15.0% |
| 6M | +78.7% | +5.9% | +72.8% | +65.4% |
| YTD | +321.5% | -6.1% | +327.6% | +323.7% |
| 1Y | +2,166.8% | -11.6% | +2,178.4% | +2,332.6% |
| 3Y | +2,807.6% | +51.7% | +2,755.9% | +2,130.3% |
| All | +1,188.0% | +67.8% | +1,120.2% | +825.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling