+73.1%
BAC vs AXTI
+651.5%
-578.4%
-46.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AXTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.9% | +1.4% | +0.5% |
| 7D | +0.6% | +21.0% | -20.4% | -0.4% |
| 30D | -1.4% | -6.6% | +5.3% | -1.4% |
| 3M | +15.7% | -12.1% | +27.8% | +14.4% |
| 6M | +32.2% | +78.7% | -46.5% | +21.6% |
| YTD | +15.8% | +321.5% | -305.7% | -2.1% |
| 1Y | +27.3% | +2,166.8% | -2,139.5% | -8.1% |
| 3Y | +137.5% | +2,807.6% | -2,670.1% | +52.0% |
| 5Y | +73.1% | +651.5% | -578.4% | +26.2% |
| All | +73.1% | +651.5% | -578.4% | +26.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling