+762.7%
AXTI vs BIL
+26.1%
+736.5%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | 0.0% | -3.9% | -3.6% |
| 7D | +7.6% | +0.1% | +7.5% | +8.3% |
| 30D | -32.1% | +0.3% | -32.4% | -30.1% |
| 3M | -46.0% | +1.0% | -46.9% | -41.5% |
| 6M | -65.7% | +1.9% | -67.6% | -59.5% |
| YTD | +155.9% | +3.2% | +152.7% | +235.1% |
| 1Y | +300.8% | +3.7% | +297.1% | +449.6% |
| 3Y | +1,981.6% | +13.8% | +1,967.8% | +6,315.4% |
| 5Y | +359.3% | +20.3% | +339.0% | +1,766.3% |
| All | +762.7% | +26.1% | +736.5% | +5,107.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BIL.
Daily Out/Under-Performance
Portfolio return minus BIL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIL 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 BIL 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