+1,306.5%
AXTI vs BTG
+371.8%
+934.7%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | -2.9% | -3.2% | -5.7% |
| 7D | +15.1% | -5.5% | +20.6% | +15.9% |
| 30D | -12.3% | +6.1% | -18.4% | -13.1% |
| 3M | -24.1% | +38.6% | -62.8% | -27.3% |
| 6M | +46.0% | +0.7% | +45.4% | +45.3% |
| YTD | +295.7% | +20.3% | +275.4% | +283.5% |
| 1Y | +1,825.6% | +25.0% | +1,800.5% | +1,755.9% |
| 3Y | +2,630.0% | +97.3% | +2,532.7% | +2,364.4% |
| 5Y | +601.0% | +78.3% | +522.6% | +533.3% |
| 10Y | +1,459.0% | +151.6% | +1,307.4% | +1,212.7% |
| All | +1,306.5% | +371.8% | +934.7% | +629.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling