+1,683.3%
BE vs AXTI
+2,795.4%
-1,112.1%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AXTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.9% | -1.9% | -2.7% |
| 7D | +23.9% | +21.0% | +2.9% | +19.0% |
| 30D | +27.8% | -6.6% | +34.5% | +28.9% |
| 3M | +3.7% | -12.1% | +15.8% | +1.3% |
| 6M | +78.0% | +78.7% | -0.8% | +41.9% |
| YTD | +209.9% | +321.5% | -111.6% | +99.9% |
| 1Y | +389.6% | +2,166.8% | -1,777.2% | +126.2% |
| All | +1,683.3% | +2,795.4% | -1,112.1% | +643.5% |
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 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