+136.4%
BAC vs AXTI
+2,795.4%
-2,658.9%
-27.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AXTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.9% | +1.4% | +0.5% |
| 7D | +0.6% | +21.0% | -20.4% | 0.0% |
| 30D | -1.4% | -6.6% | +5.3% | -1.4% |
| 3M | +15.7% | -12.1% | +27.8% | +14.8% |
| 6M | +32.2% | +78.7% | -46.5% | +24.7% |
| YTD | +15.8% | +321.5% | -305.7% | +2.9% |
| 1Y | +27.3% | +2,166.8% | -2,139.5% | +0.8% |
| All | +136.4% | +2,795.4% | -2,658.9% | +70.3% |
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