+296.5%
AXTI vs FGI
+51.2%
+245.4%
-73.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.3% | +6.2% | -13.5% | -7.1% |
| 7D | +18.6% | +13.5% | +5.1% | +19.1% |
| 30D | -32.6% | +17.1% | -49.7% | -32.2% |
| 3M | -44.5% | +78.0% | -122.5% | -42.3% |
| 6M | -64.6% | +46.4% | -111.0% | -63.3% |
| YTD | +166.3% | +47.7% | +118.6% | +190.4% |
| 1Y | +296.5% | +56.8% | +239.7% | +382.0% |
| All | +296.5% | +51.2% | +245.4% | +382.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling