+1,472.1%
AXTI vs BAX
-38.1%
+1,510.2%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BAX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.6% | +1.7% | +0.5% |
| 7D | +5.1% | -7.9% | +12.9% | +7.3% |
| 30D | -17.5% | -11.7% | -5.8% | -15.0% |
| 3M | -26.7% | +16.2% | -42.9% | -31.2% |
| 6M | +36.8% | +32.0% | +4.8% | +22.1% |
| YTD | +296.1% | +24.7% | +271.4% | +259.1% |
| 1Y | +1,810.6% | -2.6% | +1,813.2% | +1,759.6% |
| 3Y | +2,587.6% | -35.0% | +2,622.5% | +2,855.6% |
| 5Y | +601.7% | -67.6% | +669.3% | +887.9% |
| All | +1,472.1% | -38.1% | +1,510.2% | +1,293.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BAX.
Daily Out/Under-Performance
Portfolio return minus BAX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BAX 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 BAX 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