-96.4%
AXTX vs BAM
+7.7%
-104.2%
-98.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +38.5% | -1.7% | +40.3% | +37.3% |
| 7D | -15.5% | -2.9% | -12.7% | -19.1% |
| 30D | -56.6% | +14.7% | -71.3% | -49.9% |
| 3M | -76.6% | -4.1% | -72.5% | -75.1% |
| 6M | -96.4% | +9.6% | -106.0% | -96.4% |
| All | -96.4% | +7.7% | -104.2% | -96.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BAM.
Daily Out/Under-Performance
Portfolio return minus BAM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BAM 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 6mo: compounded portfolio wealth divided by compounded BAM 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…
6mo analysis · Full analysis span regression · 6 months rolling