+2,587.6%
AXTI vs BMY
+20.6%
+2,566.9%
-78.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BMY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.2% | +0.3% | +0.1% |
| 7D | +5.1% | -4.8% | +9.8% | +5.8% |
| 30D | -17.5% | -0.1% | -17.4% | -17.8% |
| 3M | -26.7% | +13.1% | -39.8% | -29.1% |
| 6M | +36.8% | +8.4% | +28.4% | +32.7% |
| YTD | +296.1% | +22.0% | +274.2% | +270.8% |
| 1Y | +1,810.6% | +40.3% | +1,770.3% | +1,611.3% |
| 3Y | +2,587.6% | +20.5% | +2,567.0% | +2,490.0% |
| All | +2,587.6% | +20.6% | +2,566.9% | +2,490.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BMY.
Daily Out/Under-Performance
Portfolio return minus BMY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BMY 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 3y: compounded portfolio wealth divided by compounded BMY 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…
3y analysis · Full analysis span regression · 6 months rolling