+509.6%
AXTI vs BNY
+841.2%
-331.6%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | 0.0% | +0.1% | +0.1% |
| 7D | +5.1% | -1.3% | +6.4% | +5.5% |
| 30D | -17.5% | -0.2% | -17.3% | -17.4% |
| 3M | -26.7% | +14.9% | -41.6% | -30.1% |
| 6M | +36.8% | +40.0% | -3.2% | +21.2% |
| YTD | +296.1% | +42.0% | +254.2% | +251.1% |
| 1Y | +1,810.6% | +56.9% | +1,753.8% | +1,548.7% |
| 3Y | +2,587.6% | +289.9% | +2,297.7% | +1,619.9% |
| 5Y | +601.7% | +259.2% | +342.5% | +361.0% |
| 10Y | +1,460.7% | +413.3% | +1,047.5% | +810.5% |
| All | +509.6% | +841.2% | -331.6% | +123.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling