+743.4%
AXTI vs BNY
+256.6%
+486.8%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | 0.0% | +0.1% | +0.1% |
| 7D | +5.1% | -1.3% | +6.4% | +6.2% |
| 30D | -17.5% | -0.2% | -17.3% | -17.4% |
| 3M | -26.7% | +14.9% | -41.6% | -35.3% |
| 6M | +36.8% | +40.0% | -3.2% | +0.2% |
| YTD | +296.1% | +42.0% | +254.2% | +189.3% |
| 1Y | +1,810.6% | +56.9% | +1,753.8% | +1,206.0% |
| 3Y | +2,587.6% | +289.9% | +2,297.7% | +818.0% |
| All | +743.4% | +256.6% | +486.8% | +203.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling