+1,166.1%
AXTI vs BR
+1,282.8%
-116.7%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | +0.1% | -6.2% | -6.1% |
| 7D | +15.1% | -6.0% | +21.1% | +17.3% |
| 30D | -12.3% | -0.9% | -11.5% | -12.7% |
| 3M | -24.1% | +16.4% | -40.5% | -30.8% |
| 6M | +46.0% | -8.2% | +54.2% | +45.0% |
| YTD | +295.7% | -23.2% | +318.9% | +319.5% |
| 1Y | +1,825.6% | -30.9% | +1,856.5% | +2,029.2% |
| 3Y | +2,630.0% | -5.0% | +2,634.9% | +2,480.7% |
| 5Y | +601.0% | +8.8% | +592.2% | +516.6% |
| 10Y | +1,459.0% | +190.1% | +1,269.0% | +809.7% |
| All | +1,166.1% | +1,282.8% | -116.7% | +309.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BR.
Daily Out/Under-Performance
Portfolio return minus BR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BR 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 BR 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