+1,218.2%
BE vs AXTI
+598.0%
+620.2%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AXTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -6.1% | +2.1% | -2.4% |
| 7D | +9.7% | +15.1% | -5.4% | +6.0% |
| 30D | +22.4% | -12.3% | +34.7% | +25.4% |
| 3M | +10.4% | -24.1% | +34.5% | +11.9% |
| 6M | +67.9% | +46.0% | +21.8% | +33.2% |
| YTD | +197.5% | +295.7% | -98.2% | +71.3% |
| 1Y | +310.6% | +1,825.6% | -1,515.0% | +52.5% |
| 3Y | +1,657.2% | +2,630.0% | -972.7% | +361.4% |
| 5Y | +1,218.2% | +601.0% | +617.2% | +483.3% |
| All | +1,218.2% | +598.0% | +620.2% | +483.3% |
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 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