+508.9%
AXTI vs BDX
+892.7%
-383.7%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | -1.9% | -4.2% | -5.6% |
| 7D | +15.1% | -5.4% | +20.5% | +16.6% |
| 30D | -12.3% | -2.2% | -10.1% | -12.1% |
| 3M | -24.1% | +20.1% | -44.2% | -28.9% |
| 6M | +46.0% | +9.1% | +37.0% | +39.8% |
| YTD | +295.7% | +17.9% | +277.8% | +271.3% |
| 1Y | +1,825.6% | +22.1% | +1,803.5% | +1,684.0% |
| 3Y | +2,630.0% | -10.5% | +2,640.5% | +2,620.1% |
| 5Y | +601.0% | -2.6% | +603.6% | +574.8% |
| 10Y | +1,459.0% | +57.5% | +1,401.5% | +1,199.9% |
| All | +508.9% | +892.7% | -383.7% | +288.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling