+1,470.4%
AXTI vs BIL
+25.2%
+1,445.1%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | 0.0% | -6.1% | -6.0% |
| 7D | +15.1% | +0.1% | +15.1% | +15.6% |
| 30D | -12.3% | +0.3% | -12.6% | -10.4% |
| 3M | -24.1% | +0.9% | -25.0% | -18.3% |
| 6M | +46.0% | +1.8% | +44.2% | +66.9% |
| YTD | +295.7% | +2.5% | +293.3% | +373.2% |
| 1Y | +1,825.6% | +3.7% | +1,821.9% | +2,436.0% |
| 3Y | +2,630.0% | +14.1% | +2,615.9% | +6,758.0% |
| 5Y | +601.0% | +19.4% | +581.5% | +1,862.1% |
| All | +1,470.4% | +25.2% | +1,445.1% | +4,603.8% |
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