+1,982.4%
AXTI vs BBWI
-34.3%
+2,016.7%
-73.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.7% | +2.8% | +6.8% | +9.4% |
| 7D | +5.1% | +1.5% | +3.6% | +5.0% |
| 30D | -10.2% | -5.2% | -5.0% | -9.3% |
| 3M | -41.8% | +11.1% | -53.0% | -43.2% |
| 6M | +57.5% | -13.4% | +70.9% | +67.7% |
| YTD | +277.0% | +0.1% | +276.9% | +280.3% |
| 1Y | +1,982.4% | -36.1% | +2,018.6% | +2,032.9% |
| All | +1,982.4% | -34.3% | +2,016.7% | +2,032.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BBWI.
Daily Out/Under-Performance
Portfolio return minus BBWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBWI 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 1y: compounded portfolio wealth divided by compounded BBWI 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…
1y analysis · Full analysis span regression · 6 months rolling