+481.1%
AXTI vs FGI
-74.8%
+555.9%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -25.2% | +21.3% | -3.6% |
| 7D | +7.6% | -14.4% | +22.0% | +7.8% |
| 30D | -32.1% | -11.8% | -20.3% | -32.0% |
| 3M | -46.0% | -46.2% | +0.3% | -45.7% |
| 6M | -65.7% | +5.2% | -70.9% | -66.1% |
| YTD | +155.9% | +10.5% | +145.4% | +147.0% |
| 1Y | +300.8% | +25.5% | +275.3% | +281.6% |
| 3Y | +1,981.6% | -16.0% | +1,997.6% | +1,831.6% |
| All | +481.1% | -74.8% | +555.9% | +479.2% |
Cumulative growth
Daily Returns
Daily percentage return beside FGI.
Daily Out/Under-Performance
Portfolio return minus FGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FGI 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 10y: compounded portfolio wealth divided by compounded FGI 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…
10y analysis · Full analysis span regression · 6 months rolling