+74.6%
BA vs AXTI
+1,517.6%
-1,443.1%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.9% | -1.1% | -2.0% |
| 7D | -1.2% | +21.0% | -22.2% | -3.1% |
| 30D | -11.3% | -6.6% | -4.7% | -11.3% |
| 3M | -3.8% | -12.1% | +8.3% | -5.7% |
| 6M | -8.3% | +78.7% | -87.0% | -20.6% |
| YTD | -4.9% | +321.5% | -326.4% | -28.9% |
| 1Y | -10.1% | +2,166.8% | -2,176.8% | -48.0% |
| 3Y | -2.3% | +2,807.6% | -2,809.9% | -53.8% |
| 5Y | -3.5% | +651.5% | -655.0% | -43.5% |
| 10Y | +74.6% | +1,560.5% | -1,485.9% | -20.7% |
| All | +74.6% | +1,517.6% | -1,443.1% | -20.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling