+356.3%
AXTI vs FE
+47.0%
+309.3%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +1.1% | -5.0% | -3.7% |
| 7D | +7.6% | +1.2% | +6.4% | +7.9% |
| 30D | -32.1% | +4.5% | -36.6% | -31.3% |
| 3M | -46.0% | +1.3% | -47.3% | -45.6% |
| 6M | -65.7% | +8.7% | -74.3% | -65.1% |
| YTD | +155.9% | +9.2% | +146.7% | +160.0% |
| 1Y | +300.8% | +7.0% | +293.8% | +306.8% |
| 3Y | +1,981.6% | +51.4% | +1,930.2% | +1,815.2% |
| All | +356.3% | +47.0% | +309.3% | +318.0% |
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