+456.7%
AXTI vs BTI
+24.7%
+432.0%
-73.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.4% | +3.4% | -10.8% | -4.1% |
| 7D | -26.2% | +5.3% | -31.5% | -22.0% |
| 30D | -45.1% | +19.1% | -64.2% | -35.4% |
| 3M | -27.2% | +6.5% | -33.7% | -18.5% |
| 6M | -55.2% | +9.4% | -64.6% | -51.4% |
| YTD | +190.8% | +14.4% | +176.4% | +243.6% |
| 1Y | +456.7% | +23.9% | +432.8% | +502.8% |
| All | +456.7% | +24.7% | +432.0% | +502.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BTI.
Daily Out/Under-Performance
Portfolio return minus BTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTI 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 BTI 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