+1,505.5%
AXTI vs BX
+846.0%
+659.5%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | -2.8% | -3.3% | -5.1% |
| 7D | +15.1% | -8.9% | +24.0% | +18.8% |
| 30D | -12.3% | -14.8% | +2.5% | -7.8% |
| 3M | -24.1% | +6.9% | -31.1% | -26.5% |
| 6M | +46.0% | +16.3% | +29.8% | +36.3% |
| YTD | +295.7% | -16.1% | +311.8% | +311.4% |
| 1Y | +1,825.6% | -26.8% | +1,852.4% | +2,000.6% |
| 3Y | +2,630.0% | +22.4% | +2,607.5% | +2,407.2% |
| 5Y | +601.0% | +16.0% | +585.0% | +538.1% |
| 10Y | +1,459.0% | +646.9% | +812.1% | +748.1% |
| All | +1,505.5% | +846.0% | +659.5% | +571.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BX.
Daily Out/Under-Performance
Portfolio return minus BX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BX 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 BX 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