+857.1%
AXTI vs FGI
-69.1%
+926.2%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +2.4% | -3.3% | -1.0% |
| 7D | +21.0% | +14.7% | +6.3% | +20.8% |
| 30D | -6.6% | +67.0% | -73.6% | -8.1% |
| 3M | -12.1% | +31.0% | -43.1% | -13.2% |
| 6M | +78.7% | +126.8% | -48.1% | +68.4% |
| YTD | +321.5% | +35.6% | +285.9% | +306.5% |
| 1Y | +2,166.8% | +108.9% | +2,057.9% | +1,968.6% |
| 3Y | +2,807.6% | -0.3% | +2,807.9% | +2,599.6% |
| All | +857.1% | -69.1% | +926.2% | +853.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling