+1,472.1%
AXTI vs BWA
+156.8%
+1,315.3%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.5% | -1.4% | -0.8% |
| 7D | +5.1% | -1.3% | +6.4% | +5.7% |
| 30D | -17.5% | -2.9% | -14.5% | -15.5% |
| 3M | -26.7% | -10.7% | -16.0% | -20.1% |
| 6M | +36.8% | +26.5% | +10.3% | +22.0% |
| YTD | +296.1% | +49.1% | +247.0% | +218.8% |
| 1Y | +1,810.6% | +52.1% | +1,758.6% | +1,416.2% |
| 3Y | +2,587.6% | +72.6% | +2,515.0% | +1,870.2% |
| 5Y | +601.7% | +89.4% | +512.3% | +380.6% |
| All | +1,472.1% | +156.8% | +1,315.3% | +850.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling