+468.8%
BA vs AXTI
+274.4%
+194.4%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AXTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -8.4% | +9.0% | +1.2% |
| 7D | 0.0% | -23.4% | +23.5% | +1.8% |
| 30D | -8.9% | -42.6% | +33.7% | -5.7% |
| 3M | -25.5% | -46.7% | +21.2% | -23.1% |
| 6M | -27.0% | -66.2% | +39.3% | -24.0% |
| YTD | -20.1% | +140.4% | -160.6% | -33.4% |
| 1Y | -11.0% | +276.5% | -287.5% | -29.1% |
| 3Y | -11.8% | +1,885.4% | -1,897.2% | -45.5% |
| 5Y | -20.6% | +350.3% | -370.9% | -44.7% |
| 10Y | +26.6% | +702.2% | -675.6% | -21.2% |
| All | +468.8% | +274.4% | +194.4% | +209.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling