+548.6%
AXTI vs BMY
+231.1%
+317.5%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BMY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.4% | -0.5% | -0.8% |
| 7D | +21.0% | -4.8% | +25.8% | +22.6% |
| 30D | -6.6% | -0.7% | -6.0% | -6.9% |
| 3M | -12.1% | +15.3% | -27.4% | -17.0% |
| 6M | +78.7% | +8.5% | +70.2% | +70.4% |
| YTD | +321.5% | +23.4% | +298.0% | +287.3% |
| 1Y | +2,166.8% | +42.9% | +2,123.9% | +1,877.6% |
| 3Y | +2,807.6% | +22.0% | +2,785.6% | +2,522.8% |
| 5Y | +651.5% | +24.3% | +627.1% | +565.8% |
| 10Y | +1,560.5% | +64.6% | +1,495.9% | +1,211.1% |
| All | +548.6% | +231.1% | +317.5% | +209.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling