+743.4%
AXTI vs BMY
+23.1%
+720.3%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BMY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.2% | +0.3% | +0.1% |
| 7D | +5.1% | -4.8% | +9.8% | +5.9% |
| 30D | -17.5% | -0.1% | -17.4% | -17.8% |
| 3M | -26.7% | +13.1% | -39.8% | -29.0% |
| 6M | +36.8% | +8.4% | +28.4% | +32.8% |
| YTD | +296.1% | +22.0% | +274.2% | +273.2% |
| 1Y | +1,810.6% | +40.3% | +1,770.3% | +1,631.6% |
| 3Y | +2,587.6% | +20.5% | +2,567.0% | +2,414.7% |
| All | +743.4% | +23.1% | +720.3% | +750.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling