+1,003.0%
BE vs AXTI
+694.7%
+308.3%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.7% | +0.1% | +6.6% | +6.6% |
| 7D | +9.0% | +5.1% | +4.0% | +7.6% |
| 30D | +16.3% | -17.5% | +33.7% | +21.3% |
| 3M | +10.8% | -26.7% | +37.5% | +13.8% |
| 6M | +73.2% | +36.8% | +36.4% | +35.0% |
| YTD | +217.4% | +296.1% | -78.8% | +66.8% |
| 1Y | +309.8% | +1,810.6% | -1,500.8% | +29.4% |
| 3Y | +1,726.2% | +2,587.6% | -861.4% | +280.8% |
| 5Y | +1,306.2% | +601.7% | +704.4% | +369.1% |
| All | +1,003.0% | +694.7% | +308.3% | +97.6% |
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 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