+2,587.6%
AXTI vs BDX
-10.0%
+2,597.5%
-78.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.8% | -0.7% | +0.1% |
| 7D | +5.1% | -3.2% | +8.2% | +4.9% |
| 30D | -17.5% | -2.5% | -14.9% | -17.5% |
| 3M | -26.7% | +21.4% | -48.1% | -27.8% |
| 6M | +36.8% | +10.4% | +26.3% | +37.8% |
| YTD | +296.1% | +18.8% | +277.3% | +293.1% |
| 1Y | +1,810.6% | +21.7% | +1,788.9% | +1,782.2% |
| 3Y | +2,587.6% | -10.0% | +2,597.5% | +2,636.5% |
| All | +2,587.6% | -10.0% | +2,597.5% | +2,636.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BDX.
Daily Out/Under-Performance
Portfolio return minus BDX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BDX 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 3y: compounded portfolio wealth divided by compounded BDX 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…
3y analysis · Full analysis span regression · 6 months rolling