+2,587.6%
AXTI vs BRO
-7.6%
+2,595.2%
-78.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.2% | +0.3% | 0.0% |
| 7D | +5.1% | -7.3% | +12.4% | +0.1% |
| 30D | -17.5% | -6.9% | -10.6% | -20.1% |
| 3M | -26.7% | +10.7% | -37.3% | -22.2% |
| 6M | +36.8% | -2.7% | +39.5% | +44.3% |
| YTD | +296.1% | -16.3% | +312.5% | +316.9% |
| 1Y | +1,810.6% | -29.1% | +1,839.7% | +1,930.5% |
| 3Y | +2,587.6% | -7.8% | +2,595.4% | +3,032.3% |
| All | +2,587.6% | -7.6% | +2,595.2% | +3,032.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling