+1,472.1%
AXTI vs BNY
+416.3%
+1,055.8%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | 0.0% | +0.1% | +0.1% |
| 7D | +5.1% | -1.3% | +6.4% | +6.0% |
| 30D | -17.5% | -0.2% | -17.3% | -17.4% |
| 3M | -26.7% | +14.9% | -41.6% | -33.4% |
| 6M | +36.8% | +40.0% | -3.2% | +7.4% |
| YTD | +296.1% | +42.0% | +254.2% | +210.7% |
| 1Y | +1,810.6% | +56.9% | +1,753.8% | +1,321.5% |
| 3Y | +2,587.6% | +289.9% | +2,297.7% | +1,027.2% |
| 5Y | +601.7% | +259.2% | +342.5% | +205.1% |
| All | +1,472.1% | +416.3% | +1,055.8% | +461.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BNY.
Daily Out/Under-Performance
Portfolio return minus BNY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BNY 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 10y: compounded portfolio wealth divided by compounded BNY 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…
10y analysis · Full analysis span regression · 6 months rolling