+1,487.8%
AXTI vs BND
+76.2%
+1,411.6%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.2% | -0.7% | -1.0% |
| 7D | +21.0% | -0.1% | +21.1% | +21.0% |
| 30D | -6.6% | -0.2% | -6.4% | -6.7% |
| 3M | -12.1% | -0.7% | -11.4% | -12.2% |
| 6M | +78.7% | -1.7% | +80.4% | +78.0% |
| YTD | +321.5% | -0.5% | +322.0% | +320.9% |
| 1Y | +2,166.8% | +0.4% | +2,166.4% | +2,168.4% |
| 3Y | +2,807.6% | +13.1% | +2,794.5% | +2,869.2% |
| 5Y | +651.5% | -2.1% | +653.6% | +598.4% |
| 10Y | +1,560.5% | +15.7% | +1,544.8% | +1,695.0% |
| All | +1,487.8% | +76.2% | +1,411.6% | +2,207.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BND.
Daily Out/Under-Performance
Portfolio return minus BND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BND 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 BND 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