+1,472.1%
AXTI vs BKR
+125.3%
+1,346.8%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.6% | +0.7% | +0.4% |
| 7D | +5.1% | -7.0% | +12.1% | +8.4% |
| 30D | -17.5% | -8.1% | -9.3% | -14.3% |
| 3M | -26.7% | -6.6% | -20.1% | -24.3% |
| 6M | +36.8% | +0.9% | +35.9% | +37.6% |
| YTD | +296.1% | +31.1% | +265.1% | +260.5% |
| 1Y | +1,810.6% | +27.7% | +1,782.9% | +1,663.5% |
| 3Y | +2,587.6% | +71.2% | +2,516.3% | +2,122.5% |
| 5Y | +601.7% | +177.6% | +424.1% | +369.7% |
| All | +1,472.1% | +125.3% | +1,346.8% | +806.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BKR.
Daily Out/Under-Performance
Portfolio return minus BKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BKR 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 BKR 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