+743.4%
AXTI vs BDX
-2.2%
+745.6%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.8% | -0.7% | +0.1% |
| 7D | +5.1% | -3.2% | +8.2% | +5.2% |
| 30D | -17.5% | -2.5% | -14.9% | -17.4% |
| 3M | -26.7% | +21.4% | -48.1% | -29.1% |
| 6M | +36.8% | +10.4% | +26.3% | +35.2% |
| YTD | +296.1% | +18.8% | +277.3% | +285.2% |
| 1Y | +1,810.6% | +21.7% | +1,788.9% | +1,742.9% |
| 3Y | +2,587.6% | -10.0% | +2,597.5% | +2,625.2% |
| All | +743.4% | -2.2% | +745.6% | +680.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling