+174.9%
AXTI vs BG
+1,192.5%
-1,017.6%
-97.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | +0.9% | -7.0% | -6.3% |
| 7D | +15.1% | +3.7% | +11.4% | +14.1% |
| 30D | -12.3% | +12.3% | -24.7% | -15.1% |
| 3M | -24.1% | -2.2% | -21.9% | -24.0% |
| 6M | +46.0% | +5.3% | +40.7% | +43.5% |
| YTD | +295.7% | +42.4% | +253.3% | +259.2% |
| 1Y | +1,825.6% | +55.2% | +1,770.4% | +1,596.2% |
| 3Y | +2,630.0% | +21.0% | +2,609.0% | +2,425.4% |
| 5Y | +601.0% | +87.1% | +513.8% | +464.7% |
| 10Y | +1,459.0% | +169.8% | +1,289.2% | +996.2% |
| All | +174.9% | +1,192.5% | -1,017.6% | +38.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling