+392.9%
BAC vs AXTI
+1,483.6%
-1,090.7%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.1% | +0.1% | +0.2% |
| 7D | 0.0% | +5.1% | -5.1% | -0.5% |
| 30D | -2.8% | -17.5% | +14.7% | -1.9% |
| 3M | +14.2% | -26.7% | +40.9% | +13.9% |
| 6M | +30.5% | +36.8% | -6.2% | +18.6% |
| YTD | +15.8% | +296.1% | -280.3% | -8.3% |
| 1Y | +26.2% | +1,810.6% | -1,784.5% | -17.8% |
| 3Y | +136.5% | +2,587.6% | -2,451.0% | +31.4% |
| 5Y | +75.9% | +601.7% | -525.8% | +13.1% |
| All | +392.9% | +1,483.6% | -1,090.7% | +149.7% |
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