+743.4%
AXTI vs BTI
+118.0%
+625.4%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.7% | -0.6% | +0.1% |
| 7D | +5.1% | -0.2% | +5.3% | +5.1% |
| 30D | -17.5% | -1.1% | -16.4% | -17.5% |
| 3M | -26.7% | -8.8% | -17.9% | -27.0% |
| 6M | +36.8% | -4.0% | +40.7% | +34.4% |
| YTD | +296.1% | +0.4% | +295.8% | +288.8% |
| 1Y | +1,810.6% | +1.9% | +1,808.7% | +1,777.8% |
| 3Y | +2,587.6% | +108.5% | +2,479.0% | +2,081.0% |
| All | +743.4% | +118.0% | +625.4% | +623.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling