+743.4%
AXTI vs BHP
+110.7%
+632.7%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.2% | +0.3% | +0.3% |
| 7D | +5.1% | -3.6% | +8.7% | +8.3% |
| 30D | -17.5% | -1.2% | -16.3% | -16.9% |
| 3M | -26.7% | +1.2% | -27.9% | -26.6% |
| 6M | +36.8% | +21.4% | +15.4% | +20.0% |
| YTD | +296.1% | +50.4% | +245.7% | +205.7% |
| 1Y | +1,810.6% | +67.5% | +1,743.1% | +1,300.7% |
| 3Y | +2,587.6% | +72.8% | +2,514.7% | +1,855.9% |
| All | +743.4% | +110.7% | +632.7% | +463.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling