+1,472.1%
AXTI vs BB
+1.6%
+1,470.5%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.7% | -1.6% | -0.5% |
| 7D | +5.1% | -0.4% | +5.5% | +5.3% |
| 30D | -17.5% | -12.5% | -4.9% | -13.4% |
| 3M | -26.7% | -17.4% | -9.2% | -21.0% |
| 6M | +36.8% | +119.1% | -82.4% | +9.0% |
| YTD | +296.1% | +102.4% | +193.8% | +223.8% |
| 1Y | +1,810.6% | +98.2% | +1,712.4% | +1,473.8% |
| 3Y | +2,587.6% | +46.9% | +2,540.6% | +2,166.7% |
| 5Y | +601.7% | -26.4% | +628.1% | +579.0% |
| All | +1,472.1% | +1.6% | +1,470.5% | +935.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BB.
Daily Out/Under-Performance
Portfolio return minus BB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BB 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 BB 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