+1,472.1%
AXTI vs BBWI
-55.0%
+1,527.0%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +6.4% | -6.3% | -1.6% |
| 7D | +5.1% | -4.8% | +9.9% | +6.3% |
| 30D | -17.5% | +3.5% | -20.9% | -19.1% |
| 3M | -26.7% | -0.3% | -26.4% | -28.3% |
| 6M | +36.8% | -5.4% | +42.1% | +33.1% |
| YTD | +296.1% | -4.7% | +300.9% | +285.2% |
| 1Y | +1,810.6% | -30.5% | +1,841.1% | +1,906.3% |
| 3Y | +2,587.6% | -44.3% | +2,631.9% | +2,854.2% |
| 5Y | +601.7% | -66.9% | +668.6% | +750.2% |
| All | +1,472.1% | -55.0% | +1,527.0% | +1,138.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling