+456.7%
AXTI vs BTG
+24.4%
+432.3%
-73.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.4% | +8.7% | -16.1% | -11.1% |
| 7D | -26.2% | -0.2% | -26.0% | -26.3% |
| 30D | -45.1% | -0.8% | -44.4% | -45.1% |
| 3M | -27.2% | +31.8% | -59.0% | -35.8% |
| 6M | -55.2% | +20.4% | -75.6% | -58.8% |
| YTD | +190.8% | +14.7% | +176.0% | +159.7% |
| 1Y | +456.7% | +29.4% | +427.3% | +359.3% |
| All | +456.7% | +24.4% | +432.3% | +359.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BTG.
Daily Out/Under-Performance
Portfolio return minus BTG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTG 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 BTG 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