+456.7%
AXTI vs BWA
+17.4%
+439.3%
-73.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.4% | -2.5% | -4.9% | -5.0% |
| 7D | -26.2% | -9.9% | -16.3% | -18.3% |
| 30D | -45.1% | -16.4% | -28.8% | -34.7% |
| 3M | -27.2% | -19.8% | -7.3% | -8.7% |
| 6M | -55.2% | -10.0% | -45.2% | -46.5% |
| YTD | +190.8% | +12.7% | +178.0% | +216.4% |
| 1Y | +456.7% | +15.7% | +441.0% | +499.6% |
| All | +456.7% | +17.4% | +439.3% | +499.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BWA.
Daily Out/Under-Performance
Portfolio return minus BWA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BWA 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 BWA 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