+651.5%
AXTI vs F
+41.6%
+609.8%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | F | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -3.9% | +3.0% | +0.9% |
| 7D | +21.0% | -4.9% | +25.9% | +23.5% |
| 30D | -6.6% | -2.9% | -3.8% | -6.0% |
| 3M | -12.1% | -9.1% | -3.0% | -9.3% |
| 6M | +78.7% | +12.9% | +65.8% | +59.9% |
| YTD | +321.5% | +6.1% | +315.4% | +291.2% |
| 1Y | +2,166.8% | +22.5% | +2,144.3% | +1,856.8% |
| 3Y | +2,807.6% | +32.1% | +2,775.5% | +2,250.1% |
| 5Y | +651.5% | +43.7% | +607.7% | +545.2% |
| All | +651.5% | +41.6% | +609.8% | +545.2% |
Cumulative growth
Daily Returns
Daily percentage return beside F.
Daily Out/Under-Performance
Portfolio return minus F return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × F 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 F 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