+509.6%
AXTI vs BRO
+3,807.0%
-3,297.4%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.2% | +0.3% | +0.2% |
| 7D | +5.1% | -7.3% | +12.4% | +7.5% |
| 30D | -17.5% | -6.9% | -10.6% | -16.3% |
| 3M | -26.7% | +10.7% | -37.3% | -32.2% |
| 6M | +36.8% | -2.7% | +39.5% | +30.9% |
| YTD | +296.1% | -16.3% | +312.5% | +298.1% |
| 1Y | +1,810.6% | -29.1% | +1,839.7% | +1,929.8% |
| 3Y | +2,587.6% | -7.8% | +2,595.4% | +2,407.2% |
| 5Y | +601.7% | +18.7% | +583.0% | +479.0% |
| 10Y | +1,460.7% | +291.9% | +1,168.8% | +701.9% |
| All | +509.6% | +3,807.0% | -3,297.4% | +31.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling