+601.0%
AXTI vs BBWI
-69.5%
+670.5%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | -1.5% | -4.6% | -5.7% |
| 7D | +15.1% | -8.0% | +23.1% | +18.0% |
| 30D | -12.3% | -6.6% | -5.7% | -11.6% |
| 3M | -24.1% | -2.7% | -21.4% | -25.6% |
| 6M | +46.0% | -12.8% | +58.8% | +45.3% |
| YTD | +295.7% | -10.5% | +306.2% | +290.1% |
| 1Y | +1,825.6% | -35.3% | +1,860.9% | +1,999.6% |
| 3Y | +2,630.0% | -47.7% | +2,677.7% | +3,056.4% |
| 5Y | +601.0% | -68.9% | +669.8% | +939.9% |
| All | +601.0% | -69.5% | +670.5% | +939.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling