+548.6%
AXTI vs BWA
+1,306.0%
-757.4%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.5% | +0.6% | -0.2% |
| 7D | +21.0% | +0.1% | +20.9% | +20.9% |
| 30D | -6.6% | -5.6% | -1.1% | -3.7% |
| 3M | -12.1% | -10.7% | -1.4% | -6.0% |
| 6M | +78.7% | +23.2% | +55.5% | +66.2% |
| YTD | +321.5% | +46.0% | +275.5% | +261.9% |
| 1Y | +2,166.8% | +51.2% | +2,115.6% | +1,812.5% |
| 3Y | +2,807.6% | +69.6% | +2,738.0% | +2,241.0% |
| 5Y | +651.5% | +86.6% | +564.9% | +475.3% |
| 10Y | +1,560.5% | +152.3% | +1,408.2% | +966.4% |
| All | +548.6% | +1,306.0% | -757.4% | +31.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling