+601.0%
AXTI vs BN
+30.5%
+570.4%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | -1.2% | -4.9% | -5.1% |
| 7D | +15.1% | -5.9% | +21.0% | +20.6% |
| 30D | -12.3% | -15.1% | +2.8% | -0.3% |
| 3M | -24.1% | -14.6% | -9.6% | -14.2% |
| 6M | +46.0% | -8.4% | +54.5% | +52.6% |
| YTD | +295.7% | -16.8% | +312.5% | +343.4% |
| 1Y | +1,825.6% | -14.4% | +1,840.0% | +2,035.1% |
| 3Y | +2,630.0% | +70.1% | +2,559.9% | +1,672.0% |
| 5Y | +601.0% | +33.5% | +567.4% | +433.0% |
| All | +601.0% | +30.5% | +570.4% | +433.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BN.
Daily Out/Under-Performance
Portfolio return minus BN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BN 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 BN 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