+554.7%
AXTI vs BAX
+175.1%
+379.6%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BAX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.8% | -3.8% | +16.6% | +13.7% |
| 7D | +24.0% | -2.4% | +26.4% | +24.5% |
| 30D | -21.5% | -9.7% | -11.7% | -20.0% |
| 3M | -23.4% | +29.3% | -52.6% | -29.0% |
| 6M | +114.9% | +40.7% | +74.2% | +94.2% |
| YTD | +325.4% | +30.3% | +295.2% | +291.1% |
| 1Y | +2,136.7% | +3.4% | +2,133.3% | +2,053.8% |
| 3Y | +2,835.0% | -32.0% | +2,867.0% | +2,986.3% |
| 5Y | +652.8% | -66.9% | +719.7% | +821.3% |
| 10Y | +1,513.9% | -37.1% | +1,551.0% | +1,614.2% |
| All | +554.7% | +175.1% | +379.6% | +464.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling