+508.9%
AXTI vs BHP
+4,562.0%
-4,053.1%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | -5.3% | -0.8% | -3.9% |
| 7D | +15.1% | -3.7% | +18.8% | +17.1% |
| 30D | -12.3% | -0.8% | -11.5% | -12.0% |
| 3M | -24.1% | +7.6% | -31.7% | -25.8% |
| 6M | +46.0% | +20.8% | +25.3% | +36.7% |
| YTD | +295.7% | +50.8% | +245.0% | +241.3% |
| 1Y | +1,825.6% | +70.9% | +1,754.7% | +1,498.9% |
| 3Y | +2,630.0% | +78.0% | +2,552.0% | +2,143.8% |
| 5Y | +601.0% | +113.1% | +487.9% | +429.0% |
| 10Y | +1,459.0% | +483.0% | +976.0% | +719.2% |
| All | +508.9% | +4,562.0% | -4,053.1% | +18.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling