+1,472.1%
AXTI vs BTG
+159.3%
+1,312.8%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.4% | -0.3% | 0.0% |
| 7D | +5.1% | -3.8% | +8.8% | +5.8% |
| 30D | -17.5% | +3.6% | -21.1% | -18.2% |
| 3M | -26.7% | +32.0% | -58.7% | -30.6% |
| 6M | +36.8% | +3.4% | +33.4% | +34.6% |
| YTD | +296.1% | +20.8% | +275.4% | +277.1% |
| 1Y | +1,810.6% | +22.4% | +1,788.2% | +1,710.7% |
| 3Y | +2,587.6% | +91.7% | +2,495.8% | +2,229.7% |
| 5Y | +601.7% | +79.0% | +522.7% | +506.4% |
| All | +1,472.1% | +159.3% | +1,312.8% | +1,325.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling