+1,472.1%
AXTI vs BHP
+496.8%
+975.2%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.2% | +0.3% | +0.3% |
| 7D | +5.1% | -3.6% | +8.7% | +7.9% |
| 30D | -17.5% | -1.2% | -16.3% | -16.9% |
| 3M | -26.7% | +1.2% | -27.9% | -26.5% |
| 6M | +36.8% | +21.4% | +15.4% | +22.3% |
| YTD | +296.1% | +50.4% | +245.7% | +214.0% |
| 1Y | +1,810.6% | +67.5% | +1,743.1% | +1,343.9% |
| 3Y | +2,587.6% | +72.8% | +2,514.7% | +1,901.8% |
| 5Y | +601.7% | +112.6% | +489.1% | +349.3% |
| All | +1,472.1% | +496.8% | +975.2% | +661.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling