-10.6%
BA vs AXTI
+504.8%
-515.5%
-33.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AXTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -7.4% | +9.5% | +2.2% |
| 7D | +5.9% | -26.2% | +32.1% | +6.1% |
| 30D | -8.2% | -45.1% | +37.0% | -7.8% |
| 3M | -25.4% | -27.2% | +1.8% | -25.2% |
| 6M | -20.0% | -55.2% | +35.1% | -20.0% |
| YTD | -18.5% | +190.8% | -209.2% | -21.1% |
| 1Y | -10.6% | +456.7% | -467.3% | -24.7% |
| All | -10.6% | +504.8% | -515.5% | -24.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AXTI.
Daily Out/Under-Performance
Portfolio return minus AXTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AXTI 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 1y: compounded portfolio wealth divided by compounded AXTI 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…
1y analysis · Full analysis span regression · 6 months rolling