+743.4%
AXTI vs BG
+81.8%
+661.5%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.7% | +1.9% | +0.5% |
| 7D | +5.1% | +3.1% | +2.0% | +4.4% |
| 30D | -17.5% | +10.2% | -27.7% | -19.4% |
| 3M | -26.7% | -1.7% | -25.0% | -26.4% |
| 6M | +36.8% | +1.0% | +35.8% | +36.2% |
| YTD | +296.1% | +39.9% | +256.2% | +268.7% |
| 1Y | +1,810.6% | +53.2% | +1,757.4% | +1,630.7% |
| 3Y | +2,587.6% | +16.3% | +2,571.3% | +2,515.8% |
| All | +743.4% | +81.8% | +661.5% | +570.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BG.
Daily Out/Under-Performance
Portfolio return minus BG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BG 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 BG 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