+651.5%
AXTI vs FE
+46.0%
+605.5%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.5% | -0.4% | -1.0% |
| 7D | +21.0% | -0.2% | +21.2% | +21.0% |
| 30D | -6.6% | -1.2% | -5.5% | -6.8% |
| 3M | -12.1% | +1.7% | -13.7% | -11.8% |
| 6M | +78.7% | -7.5% | +86.2% | +78.5% |
| YTD | +321.5% | +6.3% | +315.1% | +324.6% |
| 1Y | +2,166.8% | +10.9% | +2,155.9% | +2,185.9% |
| 3Y | +2,807.6% | +46.9% | +2,760.7% | +2,569.3% |
| 5Y | +651.5% | +47.6% | +603.9% | +586.3% |
| All | +651.5% | +46.0% | +605.5% | +586.3% |
Cumulative growth
Daily Returns
Daily percentage return beside FE.
Daily Out/Under-Performance
Portfolio return minus FE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FE 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 FE 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