+1,008.9%
BE vs AXTI
+753.5%
+255.4%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AXTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.6% | +12.8% | -3.2% | +6.0% |
| 7D | +29.8% | +24.0% | +5.8% | +22.1% |
| 30D | +26.4% | -21.5% | +47.9% | +33.4% |
| 3M | +9.3% | -23.4% | +32.7% | +10.0% |
| 6M | +105.1% | +114.9% | -9.8% | +39.6% |
| YTD | +219.0% | +325.4% | -106.4% | +64.3% |
| 1Y | +418.8% | +2,136.7% | -1,717.9% | +56.7% |
| 3Y | +1,784.6% | +2,835.0% | -1,050.5% | +282.4% |
| 5Y | +1,251.0% | +652.8% | +598.2% | +341.7% |
| All | +1,008.9% | +753.5% | +255.4% | +94.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling