+2,587.6%
AXTI vs FERG
+51.9%
+2,535.7%
-78.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FERG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.7% | -0.6% | -0.3% |
| 7D | +5.1% | -2.6% | +7.6% | +6.6% |
| 30D | -17.5% | -8.9% | -8.6% | -13.0% |
| 3M | -26.7% | -2.0% | -24.6% | -25.9% |
| 6M | +36.8% | -3.2% | +40.0% | +36.7% |
| YTD | +296.1% | +1.5% | +294.6% | +284.1% |
| 1Y | +1,810.6% | +0.5% | +1,810.1% | +1,736.7% |
| 3Y | +2,587.6% | +50.4% | +2,537.1% | +2,199.1% |
| All | +2,587.6% | +51.9% | +2,535.7% | +2,199.1% |
Cumulative growth
Daily Returns
Daily percentage return beside FERG.
Daily Out/Under-Performance
Portfolio return minus FERG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FERG 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 3y: compounded portfolio wealth divided by compounded FERG 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…
3y analysis · Full analysis span regression · 6 months rolling