+312.2%
AXTI vs BB
+266.8%
+45.5%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.8% | +2.2% | +10.6% | +12.2% |
| 7D | +24.0% | +0.5% | +23.5% | +23.8% |
| 30D | -21.5% | -12.4% | -9.1% | -18.3% |
| 3M | -23.4% | -15.3% | -8.1% | -18.9% |
| 6M | +114.9% | +128.8% | -13.9% | +73.9% |
| YTD | +325.4% | +107.7% | +217.8% | +253.6% |
| 1Y | +2,136.7% | +103.9% | +2,032.8% | +1,769.6% |
| 3Y | +2,835.0% | +72.6% | +2,762.4% | +2,318.3% |
| 5Y | +652.8% | -24.3% | +677.1% | +646.7% |
| 10Y | +1,513.9% | +3.1% | +1,510.8% | +1,091.3% |
| All | +312.2% | +266.8% | +45.5% | +15.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling