+548.6%
AXTI vs BTI
+2,658.4%
-2,109.9%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.5% | +0.6% | -0.7% |
| 7D | +21.0% | -2.4% | +23.4% | +21.5% |
| 30D | -6.6% | -4.8% | -1.9% | -6.0% |
| 3M | -12.1% | -8.1% | -3.9% | -11.7% |
| 6M | +78.7% | -4.2% | +82.9% | +77.5% |
| YTD | +321.5% | -1.3% | +322.8% | +316.1% |
| 1Y | +2,166.8% | +2.1% | +2,164.7% | +2,121.9% |
| 3Y | +2,807.6% | +108.9% | +2,698.7% | +2,352.2% |
| 5Y | +651.5% | +114.5% | +537.0% | +526.7% |
| 10Y | +1,560.5% | +72.2% | +1,488.2% | +1,313.0% |
| All | +548.6% | +2,658.4% | -2,109.9% | +460.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling