+743.4%
AXTI vs BAX
-68.1%
+811.4%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BAX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.6% | +1.7% | +0.4% |
| 7D | +5.1% | -7.9% | +12.9% | +6.5% |
| 30D | -17.5% | -11.7% | -5.8% | -15.9% |
| 3M | -26.7% | +16.2% | -42.9% | -29.8% |
| 6M | +36.8% | +32.0% | +4.8% | +26.1% |
| YTD | +296.1% | +24.7% | +271.4% | +270.1% |
| 1Y | +1,810.6% | -2.6% | +1,813.2% | +1,780.8% |
| 3Y | +2,587.6% | -35.0% | +2,622.5% | +2,814.4% |
| All | +743.4% | -68.1% | +811.4% | +933.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling