+554.7%
AXTI vs BP
+266.3%
+288.4%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.8% | +2.4% | +10.4% | +11.8% |
| 7D | +24.0% | +0.9% | +23.0% | +23.6% |
| 30D | -21.5% | +9.1% | -30.6% | -24.5% |
| 3M | -23.4% | +3.9% | -27.3% | -25.0% |
| 6M | +114.9% | +13.6% | +101.3% | +102.3% |
| YTD | +325.4% | +34.0% | +291.4% | +271.0% |
| 1Y | +2,136.7% | +39.2% | +2,097.5% | +1,821.2% |
| 3Y | +2,835.0% | +36.4% | +2,798.6% | +2,428.3% |
| 5Y | +652.8% | +135.8% | +517.0% | +402.4% |
| 10Y | +1,513.9% | +125.0% | +1,388.9% | +949.5% |
| All | +554.7% | +266.3% | +288.4% | +159.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BP.
Daily Out/Under-Performance
Portfolio return minus BP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BP 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 BP 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