+456.7%
AXTI vs BRO
-3.6%
+460.3%
-73.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.4% | +4.5% | -11.8% | -0.1% |
| 7D | -26.2% | +12.4% | -38.6% | -9.0% |
| 30D | -45.1% | +21.6% | -66.7% | -21.1% |
| 3M | -27.2% | +4.3% | -31.5% | -14.1% |
| 6M | -55.2% | +29.2% | -84.3% | -29.8% |
| YTD | +190.8% | -6.4% | +197.1% | +320.8% |
| 1Y | +456.7% | -5.3% | +462.0% | +716.3% |
| All | +456.7% | -3.6% | +460.3% | +716.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BRO.
Daily Out/Under-Performance
Portfolio return minus BRO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BRO 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 1y: compounded portfolio wealth divided by compounded BRO 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…
1y analysis · Full analysis span regression · 6 months rolling