+1,982.4%
AXTI vs BHP
+65.8%
+1,916.7%
-73.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.7% | -2.5% | +12.1% | +12.8% |
| 7D | +5.1% | -5.0% | +10.1% | +11.8% |
| 30D | -10.2% | +1.2% | -11.3% | -12.5% |
| 3M | -41.8% | +1.8% | -43.7% | -42.9% |
| 6M | +57.5% | +18.0% | +39.5% | +24.1% |
| YTD | +277.0% | +52.7% | +224.3% | +103.9% |
| 1Y | +1,982.4% | +66.0% | +1,916.5% | +886.6% |
| All | +1,982.4% | +65.8% | +1,916.7% | +886.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BHP.
Daily Out/Under-Performance
Portfolio return minus BHP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BHP 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 1y: compounded portfolio wealth divided by compounded BHP 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…
1y analysis · Full analysis span regression · 6 months rolling