+2,584.6%
AXTI vs BROS
+57.4%
+2,527.3%
-78.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BROS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | -3.4% | -2.7% | -5.2% |
| 7D | +15.1% | -6.1% | +21.2% | +17.0% |
| 30D | -12.3% | -12.4% | +0.1% | -9.4% |
| 3M | -24.1% | -27.9% | +3.8% | -19.5% |
| 6M | +46.0% | -16.8% | +62.8% | +45.0% |
| YTD | +295.7% | -29.0% | +324.8% | +315.2% |
| 1Y | +1,825.6% | -33.2% | +1,858.8% | +1,935.9% |
| All | +2,584.6% | +57.4% | +2,527.3% | +1,573.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BROS.
Daily Out/Under-Performance
Portfolio return minus BROS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BROS 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 BROS 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