+508.9%
AXTI vs BKR
+276.8%
+232.2%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | -6.7% | +0.6% | -4.1% |
| 7D | +15.1% | -6.7% | +21.8% | +17.6% |
| 30D | -12.3% | -8.3% | -4.0% | -9.9% |
| 3M | -24.1% | -5.4% | -18.7% | -22.6% |
| 6M | +46.0% | +0.8% | +45.2% | +46.9% |
| YTD | +295.7% | +31.8% | +263.9% | +268.4% |
| 1Y | +1,825.6% | +28.6% | +1,797.0% | +1,712.0% |
| 3Y | +2,630.0% | +71.2% | +2,558.7% | +2,270.4% |
| 5Y | +601.0% | +179.2% | +421.7% | +415.3% |
| 10Y | +1,459.0% | +124.0% | +1,335.1% | +1,019.6% |
| All | +508.9% | +276.8% | +232.2% | +174.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling