+532.2%
BE vs AXTI
+352.8%
+179.4%
-72.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AXTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -3.9% | -1.0% | -3.8% |
| 7D | +10.8% | +7.6% | +3.2% | +8.8% |
| 30D | -19.8% | -32.1% | +12.3% | -11.0% |
| 3M | -18.7% | -46.0% | +27.3% | -5.6% |
| 6M | -33.7% | -65.7% | +31.9% | -19.8% |
| YTD | +121.0% | +155.9% | -34.9% | +42.5% |
| 1Y | +85.4% | +300.8% | -215.4% | +5.1% |
| 3Y | +1,709.5% | +1,981.6% | -272.1% | +393.1% |
| All | +532.2% | +352.8% | +179.4% | +247.0% |
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