+81.0%
BSX vs AXTI
+1,483.6%
-1,402.7%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.1% | -0.4% | -0.3% |
| 7D | -10.1% | +5.1% | -15.2% | -10.3% |
| 30D | -16.4% | -17.5% | +1.0% | -16.0% |
| 3M | -8.9% | -26.7% | +17.8% | -9.0% |
| 6M | -38.3% | +36.8% | -75.0% | -41.3% |
| YTD | -54.9% | +296.1% | -351.1% | -60.2% |
| 1Y | -58.8% | +1,810.6% | -1,869.4% | -67.5% |
| 3Y | -21.2% | +2,587.6% | -2,608.8% | -43.9% |
| 5Y | -3.3% | +601.7% | -605.1% | -23.9% |
| All | +81.0% | +1,483.6% | -1,402.7% | +14.2% |
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