+548.6%
AXTI vs BBWI
+362.4%
+186.1%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -6.3% | +5.4% | +1.0% |
| 7D | +21.0% | -4.4% | +25.4% | +22.5% |
| 30D | -6.6% | -7.4% | +0.8% | -5.6% |
| 3M | -12.1% | -2.2% | -9.8% | -13.7% |
| 6M | +78.7% | -16.3% | +95.0% | +79.5% |
| YTD | +321.5% | -9.1% | +330.6% | +313.9% |
| 1Y | +2,166.8% | -34.5% | +2,201.3% | +2,330.1% |
| 3Y | +2,807.6% | -47.0% | +2,854.6% | +3,150.3% |
| 5Y | +651.5% | -68.8% | +720.3% | +841.5% |
| 10Y | +1,560.5% | -57.4% | +1,617.8% | +1,465.3% |
| All | +548.6% | +362.4% | +186.1% | +50.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling