+496.0%
AXTI vs FGI
-70.0%
+566.0%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.4% | +1.9% | +8.5% | +10.3% |
| 7D | -11.0% | -1.4% | -9.6% | -11.0% |
| 30D | -37.3% | -3.2% | -34.1% | -37.3% |
| 3M | -51.6% | +64.1% | -115.7% | -52.4% |
| 6M | -63.1% | +17.2% | -80.3% | -63.6% |
| YTD | +162.4% | +31.6% | +130.9% | +152.9% |
| 1Y | +353.6% | +45.1% | +308.5% | +331.8% |
| 3Y | +1,972.9% | -2.0% | +1,974.9% | +1,823.9% |
| All | +496.0% | -70.0% | +566.0% | +492.9% |
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