+651.5%
AXTI vs BIL
+19.4%
+632.0%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | 0.0% | -0.9% | -0.9% |
| 7D | +21.0% | +0.1% | +20.9% | +22.2% |
| 30D | -6.6% | +0.3% | -6.9% | -2.1% |
| 3M | -12.1% | +0.9% | -13.0% | +3.6% |
| 6M | +78.7% | +1.8% | +76.9% | +140.5% |
| YTD | +321.5% | +2.5% | +319.0% | +519.0% |
| 1Y | +2,166.8% | +3.7% | +2,163.1% | +3,825.5% |
| 3Y | +2,807.6% | +14.1% | +2,793.5% | +10,675.8% |
| 5Y | +651.5% | +19.4% | +632.0% | +2,409.6% |
| All | +651.5% | +19.4% | +632.0% | +2,409.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling