+480.1%
AXTI vs FE
+461.8%
+18.4%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.7% | -0.6% | +10.3% | +9.8% |
| 7D | +5.1% | +1.9% | +3.2% | +4.8% |
| 30D | -10.2% | -1.2% | -9.0% | -9.9% |
| 3M | -41.8% | +3.5% | -45.3% | -42.4% |
| 6M | +57.5% | -6.1% | +63.6% | +58.3% |
| YTD | +277.0% | +7.6% | +269.4% | +269.7% |
| 1Y | +1,982.4% | +11.9% | +1,970.5% | +1,924.9% |
| 3Y | +2,234.8% | +48.4% | +2,186.4% | +2,008.5% |
| 5Y | +528.3% | +44.8% | +483.5% | +468.2% |
| 10Y | +1,310.5% | +115.9% | +1,194.6% | +1,071.1% |
| All | +480.1% | +461.8% | +18.4% | +480.8% |
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