+2,584.6%
AXTI vs BWA
+68.2%
+2,516.4%
-78.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | +0.7% | -6.8% | -6.6% |
| 7D | +15.1% | -0.1% | +15.2% | +15.0% |
| 30D | -12.3% | -5.5% | -6.8% | -7.7% |
| 3M | -24.1% | -7.6% | -16.5% | -17.8% |
| 6M | +46.0% | +25.0% | +21.1% | +27.2% |
| YTD | +295.7% | +47.0% | +248.8% | +200.9% |
| 1Y | +1,825.6% | +54.0% | +1,771.6% | +1,306.3% |
| All | +2,584.6% | +68.2% | +2,516.4% | +1,524.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling