+293.8%
AXTI vs FE
+470.2%
-176.4%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +1.1% | -5.0% | -4.1% |
| 7D | +7.6% | +1.2% | +6.4% | +7.4% |
| 30D | -32.1% | +4.5% | -36.6% | -32.6% |
| 3M | -46.0% | +1.3% | -47.3% | -46.2% |
| 6M | -65.7% | +8.7% | -74.3% | -66.4% |
| YTD | +155.9% | +9.2% | +146.7% | +149.9% |
| 1Y | +300.8% | +7.0% | +293.8% | +292.7% |
| 3Y | +1,981.6% | +51.4% | +1,930.2% | +1,771.8% |
| 5Y | +359.3% | +47.7% | +311.6% | +313.5% |
| 10Y | +780.8% | +125.0% | +655.9% | +625.5% |
| All | +293.8% | +470.2% | -176.4% | +292.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling