-16.1%
BA vs AXTI
+2,099.0%
-2,115.1%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AXTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -7.3% | +5.6% | -1.5% |
| 7D | -0.6% | +18.6% | -19.1% | -1.0% |
| 30D | -8.0% | -32.6% | +24.6% | -7.4% |
| 3M | -25.8% | -44.5% | +18.7% | -25.1% |
| 6M | -27.6% | -64.6% | +37.0% | -26.7% |
| YTD | -21.0% | +166.3% | -187.3% | -26.9% |
| 1Y | -12.3% | +296.5% | -308.8% | -20.6% |
| All | -16.1% | +2,099.0% | -2,115.1% | -32.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling