+596.3%
BA vs AXTI
+487.0%
+109.3%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AXTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +9.7% | -8.9% | +0.1% |
| 7D | +1.2% | +5.1% | -4.0% | +0.7% |
| 30D | -11.6% | -10.2% | -1.5% | -11.6% |
| 3M | -2.4% | -41.8% | +39.5% | -0.9% |
| 6M | -6.6% | +57.5% | -64.2% | -15.8% |
| YTD | -2.2% | +277.0% | -279.2% | -20.3% |
| 1Y | -8.0% | +1,982.4% | -1,990.4% | -37.0% |
| 3Y | -5.0% | +2,234.8% | -2,239.8% | -41.1% |
| 5Y | -2.7% | +528.3% | -531.1% | -33.2% |
| 10Y | +75.9% | +1,310.5% | -1,234.6% | +6.1% |
| All | +596.3% | +487.0% | +109.3% | +270.5% |
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